CA
NVO

Centerpoint Advisors’s Novo Nordisk NVO Stock Holding History

Centerpoint 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 		$5K Sell
100
-250
-71% -$10.7K ﹤0.01% 366
2026
Q1 		$13K Buy
350
+100
+40% +$4.74K ﹤0.01% 299
2025
Q4 		$13K Sell
250
-2,175
-90% -$111K ﹤0.01% 305
2025
Q3 		$135K Buy
2,425
+65
+3% +$3.81K 0.04% 110
2025
Q2 		$163K Hold
2,360
– – 0.06% 93
2025
Q1 		$164K Sell
2,360
-250
-10% -$20.6K 0.06% 91
2024
Q4 		$225K Buy
2,610
+35
+1% +$3.79K 0.08% 84
2024
Q3 		$307K Sell
2,575
-20
-0.8% -$2.67K 0.11% 72
2024
Q2 		$370K Buy
2,595
+290
+13% +$38.4K 0.13% 60
2024
Q1 		$296K Buy
2,305
+2,000
+656% +$238K 0.11% 69
2023
Q4 		$32K Hold
305
– – 0.01% 185
2023
Q3 		$28K Buy
+305
New +$26.9K 0.01% 195

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Centerpoint Advisors's NVO Position: Q2 2026 in Review

Centerpoint Advisors reduced its Novo Nordisk (NVO) stake by 71% in Q2 2026, selling an estimated $10.7K and leaving 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Centerpoint Advisors first reported a position in NVO in Q3 2023 and has held it in 12 quarters since. The position peaked at $370K in Q2 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Centerpoint Advisors held 100 shares of Novo Nordisk worth $5K as of Q2 2026.
  • Centerpoint Advisors sold 250 Novo Nordisk shares in Q2 2026, an estimated $10.7K.
  • Novo Nordisk made up ﹤0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #366 holding.
  • Centerpoint Advisors first reported a position in Novo Nordisk in Q3 2023 and has held it in 12 quarters since.
  • Centerpoint Advisors's Novo Nordisk position peaked at $370K in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.