Cresset Asset Management’s Novo Nordisk NVO Stock Holding History

Cresset Asset Management’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	$1.48M	Sell	30,890 -931	-3%	-$40K	0.01%	753
2026 Q1	$1.2M	Sell	31,821 -2,115	-6%	-$100K	0.01%	718
2025 Q4	$1.73M	Buy	33,936 +1,622	+5%	+$82.9K	0.01%	614
2025 Q3	$1.79M	Buy	32,314 +1,233	+4%	+$72.2K	0.01%	567
2025 Q2	$2.15M	Sell	31,081 -28,985	-48%	-$1.97M	0.01%	482
2025 Q1	$4.24M	Buy	60,066 +3,230	+6%	+$267K	0.02%	372
2024 Q4	$4.89M	Sell	56,836 -85,774	-60%	-$9.28M	0.02%	358
2024 Q3	$17M	Sell	142,610 -168	-0.1%	-$22.4K	0.07%	196
2024 Q2	$20.4M	Buy	142,778 +18,466	+15%	+$2.45M	0.09%	158
2024 Q1	$16.1M	Buy	124,312 +16,420	+15%	+$1.95M	0.08%	174
2023 Q4	$11.2M	Sell	107,892 -4,366	-4%	-$432K	0.07%	198
2023 Q3	$10.2M	Buy	112,258 +5,326	+5%	+$469K	0.04%	208
2023 Q2	$8.65M	Buy	106,932 +81,000	+312%	+$6.62M	0.01%	285
2023 Q1	$2.07M	Sell	25,932 -1,272	-5%	-$90.2K	0.04%	225
2022 Q4	$1.4M	Sell	27,204 -4,050	-13%	-$237K	0.02%	248
2022 Q3	$1.56M	Buy	31,254 +3,958	+15%	+$212K	0.02%	252
2022 Q2	$1.49M	Buy	27,296 +4,408	+19%	+$245K	0.02%	279
2022 Q1	$1.28M	Sell	22,888 -3,478	-13%	-$178K	0.01%	343
2021 Q4	$1.48M	Sell	26,366 -17,222	-40%	-$933K	0.01%	352
2021 Q3	$2.09M	Buy	43,588 +5,888	+16%	+$285K	0.03%	223
2021 Q2	$1.58M	Sell	37,700 -5,672	-13%	-$220K	0.02%	249
2021 Q1	$1.48M	Buy	43,372 +6,148	+17%	+$219K	0.02%	219
2020 Q4	$1.3M	Buy	37,224 +110	+0.3%	+$3.8K	0.02%	207
2020 Q3	$1.29M	Sell	37,114 -60	-0.2%	-$2K	0.02%	208
2020 Q2	$1.22M	Buy	37,174 +19,296	+108%	+$616K	0.03%	196
2020 Q1	$545K	Sell	17,878 -1,892	-10%	-$56.3K	0.02%	267
2019 Q4	$572K	Buy	19,770 +1,698	+9%	+$47K	0.02%	278
2019 Q3	$467K	Buy	18,072 +1,408	+8%	+$35.6K	0.01%	277
2019 Q2	$425K	Sell	16,664 -5,084	-23%	-$126K	0.01%	271
2019 Q1	$577K	Buy	21,748 +16,414	+308%	+$403K	0.02%	164
2018 Q4	$123K	Buy	+5,334	New	+$119K	0.01%	287

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

Cresset Asset Management's NVO Position: Q2 2026 in Review

Cresset Asset Management reduced its Novo Nordisk (NVO) stake by 2.9% in Q2 2026, selling an estimated $40K and leaving 30,890 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #753.

Cresset Asset Management first reported a position in NVO in Q4 2018 and has held it in 31 quarters since. The position peaked at $20.4M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Cresset Asset Management held 30,890 shares of Novo Nordisk worth $1.48M as of Q2 2026.
Cresset Asset Management sold 931 Novo Nordisk shares in Q2 2026, an estimated $40K.
Novo Nordisk made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #753 holding.
Cresset Asset Management first reported a position in Novo Nordisk in Q4 2018 and has held it in 31 quarters since.
Cresset Asset Management's Novo Nordisk position peaked at $20.4M in Q2 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.