CA
NVO

Clearstead Advisors’s Novo Nordisk NVO Stock Holding History

Clearstead 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 		$1.77M Buy
36,875
+280
+0.8% +$12K 0.02% 407
2026
Q1 		$1.34M Buy
36,595
+22,443
+159% +$1.06M 0.01% 443
2025
Q4 		$720K Sell
14,152
-4,293
-23% -$220K 0.01% 552
2025
Q3 		$1.02M Sell
18,445
-386
-2% -$22.6K 0.01% 455
2025
Q2 		$1.3M Sell
18,831
-3,479
-16% -$237K 0.02% 384
2025
Q1 		$1.55M Sell
22,310
-604
-3% -$49.9K 0.02% 341
2024
Q4 		$1.97M Sell
22,914
-33
-0.1% -$3.57K 0.03% 294
2024
Q3 		$2.73M Buy
22,947
+7,220
+46% +$963K 0.04% 255
2024
Q2 		$2.24M Buy
15,727
+13,113
+502% +$1.74M 0.04% 263
2024
Q1 		$346K Buy
2,614
+35
+1% +$4.17K 0.02% 376
2023
Q4 		$267K Buy
2,579
+91
+4% +$9K 0.01% 420
2023
Q3 		$226K Buy
2,488
+326
+15% +$28.7K 0.01% 410
2023
Q2 		$175K Buy
2,162
+1,154
+114% +$94.3K 0.01% 450
2023
Q1 		$80.2K Buy
1,008
+380
+61% +$26.9K 0.01% 554
2022
Q4 		$42.5K Hold
628
– – ﹤0.01% 650
2022
Q3 		$31K Hold
628
– – ﹤0.01% 697
2022
Q2 		$35K Hold
628
– – ﹤0.01% 694
2022
Q1 		$35K Hold
628
– – ﹤0.01% 750
2021
Q4 		$35K Hold
628
– – ﹤0.01% 719
2021
Q3 		$30K Buy
628
+328
+109% +$15.9K ﹤0.01% 707
2021
Q2 		$13K Hold
300
– – ﹤0.01% 767
2021
Q1 		$10K Hold
300
– – ﹤0.01% 782
2020
Q4 		$10K Hold
300
– – ﹤0.01% 721
2020
Q3 		$10K Hold
300
– – ﹤0.01% 663
2020
Q2 		$10K Hold
300
– – ﹤0.01% 602
2020
Q1 		$9K Buy
+300
New +$8.93K ﹤0.01% 588

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

Clearstead Advisors's NVO Position: Q2 2026 in Review

Clearstead Advisors increased its Novo Nordisk (NVO) stake by 0.77% in Q2 2026, buying an estimated $12K and bringing the position to 36,875 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #407.

Clearstead Advisors first reported a position in NVO in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.73M in Q3 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Clearstead Advisors held 36,875 shares of Novo Nordisk worth $1.77M as of Q2 2026.
  • Clearstead Advisors bought 280 Novo Nordisk shares in Q2 2026, an estimated $12K.
  • Novo Nordisk made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #407 holding.
  • Clearstead Advisors first reported a position in Novo Nordisk in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Novo Nordisk position peaked at $2.73M in Q3 2024.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.