Concurrent Investment Advisors’s Novo Nordisk NVO Stock Holding History

Concurrent Investment 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	$4.98M	Buy	103,790 +7,154	+7%	+$307K	0.04%	435
2026 Q1	$3.55M	Sell	96,636 -4,049	-4%	-$192K	0.04%	440
2025 Q4	$5.12M	Buy	100,685 +45,955	+84%	+$2.35M	0.06%	322
2025 Q3	$3.04M	Sell	54,730 -4,711	-8%	-$276K	0.05%	352
2025 Q2	$4.1M	Buy	59,441 +15,585	+36%	+$1.06M	0.08%	261
2025 Q1	$3.05M	Buy	43,856 +8,807	+25%	+$727K	0.07%	273
2024 Q4	$3.01M	Sell	35,049 -1,382	-4%	-$149K	0.08%	248
2024 Q3	$4.34M	Buy	36,431 +807	+2%	+$108K	0.13%	168
2024 Q2	$5.08M	Buy	35,624 +547	+2%	+$72.5K	0.17%	133
2024 Q1	$4.5M	Buy	35,077 +18,466	+111%	+$2.2M	0.18%	130
2023 Q4	$1.72M	Buy	+16,611	New	+$1.64M	0.08%	255

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Concurrent Investment Advisors's NVO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Novo Nordisk (NVO) stake by 7.4% in Q2 2026, buying an estimated $307K and bringing the position to 103,790 shares worth $4.98M. The position accounts for 0.04% of the portfolio, ranked #435.

Concurrent Investment Advisors first reported a position in NVO in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.12M in Q4 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Concurrent Investment Advisors held 103,790 shares of Novo Nordisk worth $4.98M as of Q2 2026.
Concurrent Investment Advisors bought 7,154 Novo Nordisk shares in Q2 2026, an estimated $307K.
Novo Nordisk made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #435 holding.
Concurrent Investment Advisors first reported a position in Novo Nordisk in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Novo Nordisk position peaked at $5.12M in Q4 2025.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.