CCA
NVO

Checchi Capital Advisers’s Novo Nordisk NVO Stock Holding History

Checchi Capital Advisers’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 		$928K Sell
19,363
-534
-3% -$22.9K 0.04% 232
2026
Q1 		$731K Sell
19,897
-1,491
-7% -$70.6K 0.04% 266
2025
Q4 		$1.09M Sell
21,388
-2,793
-12% -$143K 0.06% 190
2025
Q3 		$1.34M Sell
24,181
-883
-4% -$51.7K 0.07% 160
2025
Q2 		$1.73M Sell
25,064
-886
-3% -$60.3K 0.1% 135
2025
Q1 		$1.8M Buy
25,950
+641
+3% +$52.9K 0.1% 138
2024
Q4 		$2.18M Sell
25,309
-162
-0.6% -$17.5K 0.13% 117
2024
Q3 		$3.03M Sell
25,471
-1,057
-4% -$141K 0.17% 92
2024
Q2 		$3.79M Buy
26,528
+490
+2% +$64.9K 0.19% 75
2024
Q1 		$3.34M Sell
26,038
-2,787
-10% -$332K 0.26% 85
2023
Q4 		$2.98M Sell
28,825
-1,129
-4% -$112K 0.24% 89
2023
Q3 		$2.72M Buy
29,954
+414
+1% +$36.5K 0.25% 87
2023
Q2 		$2.39M Buy
29,540
+970
+3% +$79.2K 0.21% 91
2023
Q1 		$2.27M Buy
28,570
+80
+0.3% +$5.67K 0.22% 93
2022
Q4 		$1.93M Sell
28,490
-96
-0.3% -$5.63K 0.2% 99
2022
Q3 		$1.42M Buy
28,586
+204
+0.7% +$10.9K 0.13% 119
2022
Q2 		$1.65M Buy
28,382
+3,630
+15% +$201K 0.14% 116
2022
Q1 		$1.37M Sell
24,752
-64
-0.3% -$3.29K 0.12% 124
2021
Q4 		$1.39M Buy
24,816
+88
+0.4% +$4.77K 0.12% 124
2021
Q3 		$1.19M Sell
24,728
-1,086
-4% -$52.5K 0.12% 125
2021
Q2 		$1.08M Sell
25,814
-662
-3% -$25.7K 0.11% 142
2021
Q1 		$893K Buy
26,476
+1,358
+5% +$48.4K 0.09% 151
2020
Q4 		$877K Buy
25,118
+622
+3% +$21.5K 0.09% 146
2020
Q3 		$850K Sell
24,496
-696
-3% -$23.2K 0.09% 131
2020
Q2 		$825K Buy
25,192
+312
+1% +$9.96K 0.1% 135
2020
Q1 		$749K Buy
24,880
+2,144
+9% +$63.8K 0.07% 125
2019
Q4 		$658K Sell
22,736
-2,980
-12% -$82.5K 0.09% 160
2019
Q3 		$665K Sell
25,716
-660
-3% -$16.7K 0.09% 151
2019
Q2 		$673K Sell
26,376
-536
-2% -$13.2K 0.09% 151
2019
Q1 		$704K Buy
26,912
+4,110
+18% +$101K 0.08% 136
2018
Q4 		$525K Sell
22,802
-1,612
-7% -$35.8K 0.07% 161
2018
Q3 		$575K Sell
24,414
-3,328
-12% -$81.2K 0.07% 184
2018
Q2 		$640K Buy
27,742
+6,062
+28% +$144K 0.08% 157
2018
Q1 		$534K Sell
21,680
-2,920
-12% -$76.7K 0.07% 181
2017
Q4 		$660K Buy
24,600
+762
+3% +$19.4K 0.09% 156
2017
Q3 		$574K Sell
23,838
-2,514
-10% -$56.8K 0.06% 151
2017
Q2 		$565K Buy
26,352
+1,908
+8% +$38.5K 0.06% 159
2017
Q1 		$419K Buy
24,444
+2,886
+13% +$50.3K 0.05% 209
2016
Q4 		$387K Sell
21,558
-7,320
-25% -$133K 0.05% 211
2016
Q3 		$601K Buy
28,878
+302
+1% +$7.49K 0.07% 145
2016
Q2 		$768K Buy
28,576
+812
+3% +$22.3K 0.09% 101
2016
Q1 		$752K Buy
27,764
+794
+3% +$21.3K 0.17% 101
2015
Q4 		$783K Buy
26,970
+1,308
+5% +$36.2K 0.2% 95
2015
Q3 		$696K Buy
25,662
+2,252
+10% +$63.8K 0.19% 97
2015
Q2 		$641K Buy
23,410
+1,544
+7% +$43.4K 0.17% 113
2015
Q1 		$584K Buy
21,866
+2,136
+11% +$49.2K 0.17% 118
2014
Q4 		$417K Buy
19,730
+1,308
+7% +$29.2K 0.16% 138
2014
Q3 		$439K Buy
18,422
+756
+4% +$17.4K 0.18% 114
2014
Q2 		$408K Buy
17,666
+3,366
+24% +$74.3K 0.19% 101
2014
Q1 		$326K Sell
14,300
-340
-2% -$7.24K 0.2% 104
2013
Q4 		$270K Buy
+14,640
New +$255K 0.21% 100

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Checchi Capital Advisers's NVO Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Novo Nordisk (NVO) stake by 2.7% in Q2 2026, selling an estimated $22.9K and leaving 19,363 shares worth $928K. The position accounts for 0.04% of the portfolio, ranked #232.

Checchi Capital Advisers first reported a position in NVO in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.79M in Q2 2024. 819 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Checchi Capital Advisers held 19,363 shares of Novo Nordisk worth $928K as of Q2 2026.
  • Checchi Capital Advisers sold 534 Novo Nordisk shares in Q2 2026, an estimated $22.9K.
  • Novo Nordisk made up 0.04% of Checchi Capital Advisers's portfolio in Q2 2026, its #232 holding.
  • Checchi Capital Advisers first reported a position in Novo Nordisk in Q4 2013 and has held it in 51 quarters since.
  • Checchi Capital Advisers's Novo Nordisk position peaked at $3.79M in Q2 2024.
  • 819 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.