CIA
NVO

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 		$479K Buy
+10,000
New +$430K ﹤0.01% 1433
2024
Q3 		– Sell
-100
Closed -$14.3K – 1128
2024
Q2 		$14.3K Buy
+100
New +$13.3K ﹤0.01% 969

Other funds holding NVO

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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. 580 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.
  • 580 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.