CX Institutional’s Novo Nordisk NVO Stock Holding History

CX Institutional’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	$21K	Hold	444	–	–	﹤0.01%	1168
2026 Q1	$16K	Sell	444 -104	-19%	-$4.93K	﹤0.01%	1183
2025 Q4	$28K	Buy	548 +68	+14%	+$3.48K	﹤0.01%	1065
2025 Q3	$27K	Hold	480	–	–	﹤0.01%	1050
2025 Q2	$33K	Sell	480 -42	-8%	-$2.86K	﹤0.01%	911
2025 Q1	$36K	Buy	+522	New	+$43.1K	﹤0.01%	884
2022 Q3	–	Sell	-1,000	Closed	-$56K	–	919
2022 Q2	$56K	Buy	+1,000	New	+$55.5K	﹤0.01%	654
2021 Q4	–	Sell	-1,000	Closed	-$48K	–	731
2021 Q3	$48K	Hold	1,000	–	–	﹤0.01%	589
2021 Q2	$42K	Hold	1,000	–	–	﹤0.01%	593
2021 Q1	$34K	Hold	1,000	–	–	﹤0.01%	568
2020 Q4	$35K	Hold	1,000	–	–	﹤0.01%	503
2020 Q3	$35K	Hold	1,000	–	–	﹤0.01%	447
2020 Q2	$33K	Sell	1,000 -2,000	-67%	-$63.8K	﹤0.01%	376
2020 Q1	$90K	Buy	+3,000	New	+$89.3K	0.01%	276

Other funds holding NVO

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

OFA

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

CX Institutional's NVO Position: Q2 2026 in Review

CX Institutional held its Novo Nordisk (NVO) position steady in Q2 2026 at 444 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

CX Institutional first reported a position in NVO in Q1 2020 and has held it in 14 quarters since. The position peaked at $90K in Q1 2020. 272 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

CX Institutional held 444 shares of Novo Nordisk worth $21K as of Q2 2026.
CX Institutional left its Novo Nordisk share count unchanged in Q2 2026.
Novo Nordisk made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1168 holding.
CX Institutional first reported a position in Novo Nordisk in Q1 2020 and has held it in 14 quarters since.
CX Institutional's Novo Nordisk position peaked at $90K in Q1 2020.
272 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.