Carnegie Lake Advisors’s Novo Nordisk NVO Stock Holding History

Carnegie Lake Advisors’s Portfolio NVO Stock Details NVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Buy	23,625 +2,725	+13%	+$117K	0.42%	61
2026 Q1	$768K	Sell	20,900 -275	-1%	-$13K	0.31%	85
2025 Q4	$1.08M	Buy	21,175 +1,025	+5%	+$52.4K	0.41%	62
2025 Q3	$1.12M	Hold	20,150	–	–	0.43%	60
2025 Q2	$1.39M	Sell	20,150 -100	-0.5%	-$6.8K	0.55%	49
2025 Q1	$1.41M	Hold	20,250	–	–	0.57%	49
2024 Q4	$1.74M	Hold	20,250	–	–	0.7%	40
2024 Q3	$2.41M	Buy	+20,250	New	+$2.7M	0.95%	25

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Carnegie Lake Advisors's NVO Position: Q2 2026 in Review

Carnegie Lake Advisors increased its Novo Nordisk (NVO) stake by 13% in Q2 2026, buying an estimated $117K and bringing the position to 23,625 shares worth $1.13M. The position accounts for 0.42% of the portfolio, ranked #61.

Carnegie Lake Advisors first reported a position in NVO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.41M in Q3 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Carnegie Lake Advisors held 23,625 shares of Novo Nordisk worth $1.13M as of Q2 2026.
Carnegie Lake Advisors bought 2,725 Novo Nordisk shares in Q2 2026, an estimated $117K.
Novo Nordisk made up 0.42% of Carnegie Lake Advisors's portfolio in Q2 2026, its #61 holding.
Carnegie Lake Advisors first reported a position in Novo Nordisk in Q3 2024 and has held it in 8 quarters since.
Carnegie Lake Advisors's Novo Nordisk position peaked at $2.41M in Q3 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.