CA
NVO

Crewe Advisors’s Novo Nordisk NVO Stock Holding History

Crewe 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 		$65.8K Sell
1,372
-91
-6% -$3.91K ﹤0.01% 397
2026
Q1 		$53.8K Buy
1,463
+24
+2% +$1.14K ﹤0.01% 370
2025
Q4 		$73.2K Buy
1,439
+6
+0.4% +$307 0.01% 321
2025
Q3 		$79.5K Buy
+1,433
New +$83.9K 0.01% 325
2024
Q3 		– Sell
-1,009
Closed -$144K – 908
2024
Q2 		$144K Buy
1,009
+616
+157% +$81.6K 0.02% 221
2024
Q1 		$50.5K Buy
+393
New +$46.8K 0.01% 362
2023
Q4 		– Sell
-322
Closed -$29.3K – 607
2023
Q3 		$29.3K Buy
322
+260
+419% +$22.9K 0.01% 174
2023
Q2 		$5.02K Sell
62
-742
-92% -$60.6K ﹤0.01% 461
2023
Q1 		$64K Sell
804
-438
-35% -$31.1K 0.01% 281
2022
Q4 		$84K Hold
1,242
– – 0.01% 238
2022
Q3 		$62K Buy
1,242
+252
+25% +$13.5K 0.01% 290
2022
Q2 		$55K Buy
+990
New +$54.9K 0.01% 285
2021
Q4 		– Sell
-90
Closed -$4K – 443
2021
Q3 		$4K Hold
90
– – ﹤0.01% 319
2021
Q2 		$4K Hold
90
– – ﹤0.01% 350
2021
Q1 		$3K Sell
90
-362
-80% -$12.9K ﹤0.01% 398
2020
Q4 		$16K Hold
452
– – 0.01% 219
2020
Q3 		$16K Buy
+452
New +$15.1K 0.01% 199
2018
Q3 		– Sell
-440
Closed -$10K – 255
2018
Q2 		$10K Buy
+440
New +$10.5K 0.01% 212

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

Crewe Advisors's NVO Position: Q2 2026 in Review

Crewe Advisors reduced its Novo Nordisk (NVO) stake by 6.2% in Q2 2026, selling an estimated $3.91K and leaving 1,372 shares worth $65.8K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Crewe Advisors first reported a position in NVO in Q2 2018 and has held it in 18 quarters since. The position peaked at $144K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Crewe Advisors held 1,372 shares of Novo Nordisk worth $65.8K as of Q2 2026.
  • Crewe Advisors sold 91 Novo Nordisk shares in Q2 2026, an estimated $3.91K.
  • Novo Nordisk made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #397 holding.
  • Crewe Advisors first reported a position in Novo Nordisk in Q2 2018 and has held it in 18 quarters since.
  • Crewe Advisors's Novo Nordisk position peaked at $144K in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.