Diversify Advisory Services’s Novo Nordisk NVO Stock Holding History

Diversify Advisory Services’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	$772K	Buy	+15,548	New	+$668K	0.01%	727
2026 Q1	–	Sell	-8,187	Closed	-$510K	–	638
2025 Q4	$510K	Sell	8,187 -735	-8%	-$37.6K	0.02%	601
2025 Q3	$438K	Sell	8,922 -95	-1%	-$5.56K	0.01%	605
2025 Q2	$449K	Buy	9,017 +766	+9%	+$52.1K	0.02%	571
2025 Q1	$538K	Sell	8,251 -2,598	-24%	-$215K	0.03%	348
2024 Q4	$936K	Sell	10,849 -3,074	-22%	-$332K	0.05%	237
2024 Q3	$1.62M	Sell	13,923 -2,711	-16%	-$362K	0.09%	188
2024 Q2	$2.34M	Sell	16,634 -16,040	-49%	-$2.13M	0.13%	143
2024 Q1	$4.17M	Buy	+32,674	New	+$3.89M	0.25%	86

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

Diversify Advisory Services's NVO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Novo Nordisk (NVO) in Q2 2026: 15,548 shares worth $772K. The stake represents 0.01% of the portfolio and ranks #727 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in NVO as recently as Q4 2025.

Diversify Advisory Services first reported a position in NVO in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.17M in Q1 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Diversify Advisory Services held 15,548 shares of Novo Nordisk worth $772K as of Q2 2026.
Novo Nordisk was a new Diversify Advisory Services position in Q2 2026.
Novo Nordisk made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #727 holding.
Diversify Advisory Services first reported a position in Novo Nordisk in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Novo Nordisk position peaked at $4.17M in Q1 2024.
1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.