De Burlo Group’s Novo Nordisk NVO Stock Holding History

De Burlo Group’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	$731K	Sell	15,250 -850	-5%	-$36.5K	0.13%	65
2026 Q1	$592K	Sell	16,100 -358,560	-96%	-$17M	0.13%	65
2025 Q4	$19.1M	Sell	374,660 -106,500	-22%	-$5.45M	2.31%	16
2025 Q3	$26.7M	Buy	+481,160	New	+$28.2M	3.22%	15
2025 Q1	–	Sell	-4,955	Closed	-$426K	–	79
2024 Q4	$426K	Sell	4,955 -143,775	-97%	-$15.5M	0.06%	69
2024 Q3	$17.7M	Sell	148,730 -23,850	-14%	-$3.18M	2.18%	20
2024 Q2	$24.6M	Buy	172,580 +49,564	+40%	+$6.57M	3.31%	12
2024 Q1	$15.8M	Buy	+123,016	New	+$14.6M	2.1%	22
2022 Q4	–	Sell	-6	Closed	-$299	–	153
2022 Q3	$299	Sell	6 -471,702	-100%	-$25.3M	﹤0.01%	189
2022 Q2	$26.3M	Buy	+471,708	New	+$26.2M	7.49%	5

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

De Burlo Group's NVO Position: Q2 2026 in Review

De Burlo Group reduced its Novo Nordisk (NVO) stake by 5.3% in Q2 2026, selling an estimated $36.5K and leaving 15,250 shares worth $731K. The position accounts for 0.13% of the portfolio, ranked #65.

De Burlo Group first reported a position in NVO in Q2 2022 and has held it in 10 quarters since. The position peaked at $26.7M in Q3 2025. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

De Burlo Group held 15,250 shares of Novo Nordisk worth $731K as of Q2 2026.
De Burlo Group sold 850 Novo Nordisk shares in Q2 2026, an estimated $36.5K.
Novo Nordisk made up 0.13% of De Burlo Group's portfolio in Q2 2026, its #65 holding.
De Burlo Group first reported a position in Novo Nordisk in Q2 2022 and has held it in 10 quarters since.
De Burlo Group's Novo Nordisk position peaked at $26.7M in Q3 2025.
1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on De Burlo Group's 13F filing for Q2 2026, filed 13 Aug 2026.