Cerity Partners
NVO

Cerity Partners’s Novo Nordisk NVO Stock Holding History

Cerity Partners’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 		$25.6M Buy
534,219
+59,736
+13% +$2.57M 0.03% 409
2026
Q1 		$17.4M Sell
474,483
-4,122
-0.9% -$195K 0.02% 490
2025
Q4 		$24.4M Sell
478,605
-80,010
-14% -$4.09M 0.04% 375
2025
Q3 		$30.5M Sell
558,615
-295,607
-35% -$17.3M 0.05% 293
2025
Q2 		$58M Sell
854,222
-73,991
-8% -$5.03M 0.1% 178
2025
Q1 		$63.7M Buy
928,213
+170,494
+23% +$14.1M 0.13% 158
2024
Q4 		$69.3M Sell
757,719
-32,917
-4% -$3.56M 0.15% 141
2024
Q3 		$94.1M Buy
790,636
+181,933
+30% +$24.3M 0.21% 102
2024
Q2 		$86.9M Sell
608,703
-44,616
-7% -$5.91M 0.23% 94
2024
Q1 		$83.9M Buy
653,319
+276,287
+73% +$32.9M 0.22% 98
2023
Q4 		$39M Buy
377,032
+157,788
+72% +$15.6M 0.13% 155
2023
Q3 		$19.9M Buy
219,244
+44,236
+25% +$3.9M 0.1% 189
2023
Q2 		$14.2M Buy
175,008
+11,780
+7% +$962K 0.06% 295
2023
Q1 		$17.6M Buy
163,228
+7,162
+5% +$508K 0.04% 253
2022
Q4 		$10.9M Buy
156,066
+76,072
+95% +$4.46M 0.07% 249
2022
Q3 		$3.98M Sell
79,994
-5,930
-7% -$318K 0.05% 271
2022
Q2 		$4.79M Buy
85,924
+37,748
+78% +$2.09M 0.05% 254
2022
Q1 		$2.47M Sell
48,176
-27,444
-36% -$1.41M 0.04% 295
2021
Q4 		$4.23M Buy
+75,620
New +$4.1M 0.06% 222
2019
Q4 		– Sell
-22,910
Closed -$592K – 559
2019
Q3 		$592K Buy
+22,910
New +$579K 0.03% 294
2019
Q2 		– Sell
-9,658
Closed -$253K – 557
2019
Q1 		$253K Buy
+9,658
New +$237K 0.02% 451
2018
Q1 		– Sell
-8,718
Closed -$234K – 566
2017
Q4 		$234K Buy
+8,718
New +$222K 0.02% 503

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Cerity Partners's NVO Position: Q2 2026 in Review

Cerity Partners increased its Novo Nordisk (NVO) stake by 13% in Q2 2026, buying an estimated $2.57M and bringing the position to 534,219 shares worth $25.6M. The position accounts for 0.03% of the portfolio, ranked #409.

Cerity Partners first reported a position in NVO in Q4 2017 and has held it in 22 quarters since. The position peaked at $94.1M in Q3 2024. 1,260 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Cerity Partners held 534,219 shares of Novo Nordisk worth $25.6M as of Q2 2026.
  • Cerity Partners bought 59,736 Novo Nordisk shares in Q2 2026, an estimated $2.57M.
  • Novo Nordisk made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #409 holding.
  • Cerity Partners first reported a position in Novo Nordisk in Q4 2017 and has held it in 22 quarters since.
  • Cerity Partners's Novo Nordisk position peaked at $94.1M in Q3 2024.
  • 1,260 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.