CA
NVO

Claro Advisors’s Novo Nordisk NVO Stock Holding History

Claro 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 		$1.04M Sell
21,612
-1,589
-7% -$68.3K 0.11% 159
2026
Q1 		$853K Buy
23,201
+2,282
+11% +$108K 0.1% 167
2025
Q4 		$1.06M Sell
20,919
-100
-0.5% -$5.11K 0.15% 123
2025
Q3 		$1.17M Sell
21,019
-204
-1% -$11.9K 0.17% 109
2025
Q2 		$1.46M Sell
21,223
-162
-0.8% -$11K 0.24% 87
2025
Q1 		$1.48M Buy
21,385
+113
+0.5% +$9.33K 0.2% 95
2024
Q4 		$1.83M Sell
21,272
-4,816
-18% -$521K 0.25% 78
2024
Q3 		$3.11M Buy
26,088
+2,509
+11% +$335K 0.4% 49
2024
Q2 		$3.37M Buy
23,579
+341
+1% +$45.2K 0.53% 37
2024
Q1 		$2.98M Buy
23,238
+743
+3% +$88.4K 0.52% 39
2023
Q4 		$2.33M Buy
22,495
+17
+0.1% +$1.68K 0.5% 40
2023
Q3 		$2.04M Sell
22,478
-314
-1% -$27.7K 0.51% 39
2023
Q2 		$1.84M Buy
22,792
+180
+0.8% +$14.7K 0.46% 43
2023
Q1 		$1.8M Sell
22,612
-38
-0.2% -$2.69K 0.53% 40
2022
Q4 		$1.53M Buy
22,650
+780
+4% +$45.7K 0.5% 47
2022
Q3 		$1.22M Hold
21,870
– – 0.48% 44
2022
Q2 		$1.22M Buy
21,870
+996
+5% +$55.3K 0.48% 44
2022
Q1 		$1.17M Hold
20,874
– – 0.42% 54
2021
Q4 		$1.17M Buy
20,874
+490
+2% +$26.5K 0.42% 54
2021
Q3 		$979K Buy
20,384
+2,416
+13% +$117K 0.41% 57
2021
Q2 		$753K Buy
17,968
+156
+0.9% +$6.05K 0.34% 77
2021
Q1 		$600K Sell
17,812
-2,792
-14% -$99.4K 0.3% 90
2020
Q4 		$720K Buy
20,604
+148
+0.7% +$5.12K 0.38% 75
2020
Q3 		$710K Sell
20,456
-246
-1% -$8.2K 0.45% 62
2020
Q2 		$678K Buy
20,702
+360
+2% +$11.5K 0.47% 59
2020
Q1 		$612K Buy
20,342
+584
+3% +$17.4K 0.57% 48
2019
Q4 		$572K Buy
19,758
+2,110
+12% +$58.4K 0.44% 66
2019
Q3 		$456K Buy
17,648
+48
+0.3% +$1.21K 0.4% 73
2019
Q2 		$449K Buy
17,600
+316
+2% +$7.81K 0.41% 70
2019
Q1 		$452K Sell
17,284
-288
-2% -$7.08K 0.45% 67
2018
Q4 		$414K Buy
+17,572
New +$390K 0.33% 71

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

Claro Advisors's NVO Position: Q2 2026 in Review

Claro Advisors reduced its Novo Nordisk (NVO) stake by 6.8% in Q2 2026, selling an estimated $68.3K and leaving 21,612 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #159.

Claro Advisors first reported a position in NVO in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.37M in Q2 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Claro Advisors held 21,612 shares of Novo Nordisk worth $1.04M as of Q2 2026.
  • Claro Advisors sold 1,589 Novo Nordisk shares in Q2 2026, an estimated $68.3K.
  • Novo Nordisk made up 0.11% of Claro Advisors's portfolio in Q2 2026, its #159 holding.
  • Claro Advisors first reported a position in Novo Nordisk in Q4 2018 and has held it in 31 quarters since.
  • Claro Advisors's Novo Nordisk position peaked at $3.37M in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.