EI
NVO

Ellevest Inc’s Novo Nordisk NVO Stock Holding History

Ellevest Inc’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 		$760K Buy
+15,373
New +$660K 0.09% 164
2026
Q1 		– Sell
-4,529
Closed -$230K – 450
2025
Q4 		$230K Sell
4,529
-1,665
-27% -$85.1K 0.03% 379
2025
Q3 		$344K Sell
6,194
-4,532
-42% -$265K 0.05% 303
2025
Q2 		$740K Sell
10,726
-10,964
-51% -$746K 0.12% 127
2025
Q1 		$1.51M Sell
21,690
-954
-4% -$78.8K 0.1% 70
2024
Q4 		$1.95M Sell
22,644
-824
-4% -$89.1K 0.11% 57
2024
Q3 		$2.79M Buy
23,468
+357
+2% +$47.6K 0.15% 49
2024
Q2 		$3.3M Buy
23,111
+1,213
+6% +$161K 0.2% 42
2024
Q1 		$2.81M Buy
21,898
+392
+2% +$46.7K 0.17% 45
2023
Q4 		$2.22M Buy
21,506
+122
+0.6% +$12.1K 0.15% 45
2023
Q3 		$1.94M Buy
21,384
+1,716
+9% +$151K 0.15% 42
2023
Q2 		$1.59M Buy
19,668
+362
+2% +$29.6K 0.12% 48
2023
Q1 		$1.54M Sell
19,306
-76
-0.4% -$5.39K 0.12% 48
2022
Q4 		$1.31M Buy
19,382
+3,380
+21% +$198K 0.11% 46
2022
Q3 		$797K Sell
16,002
-3,016
-16% -$162K 0.08% 58
2022
Q2 		$1.06M Buy
19,018
+1,820
+11% +$101K 0.1% 48
2022
Q1 		$955K Buy
17,198
+3,892
+29% +$200K 0.08% 58
2021
Q4 		$745K Buy
13,306
+570
+4% +$30.9K 0.07% 70
2021
Q3 		$611K Buy
12,736
+1,664
+15% +$80.4K 0.06% 76
2021
Q2 		$464K Buy
11,072
+1,978
+22% +$76.7K 0.05% 93
2021
Q1 		$307K Buy
9,094
+840
+10% +$29.9K 0.04% 130
2020
Q4 		$288K Buy
8,254
+2,842
+53% +$98.2K 0.04% 112
2020
Q3 		$188K Sell
5,412
-136
-2% -$4.53K 0.03% 141
2020
Q2 		$182K Buy
5,548
+1,666
+43% +$53.2K 0.04% 123
2020
Q1 		$117K Buy
3,882
+2,574
+197% +$76.6K 0.03% 124
2019
Q4 		$38K Buy
1,308
+1,242
+1,882% +$34.4K 0.01% 256
2019
Q3 		$2K Sell
66
-282
-81% -$7.13K ﹤0.01% 343
2019
Q2 		$9K Buy
+348
New +$8.6K ﹤0.01% 257

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

Ellevest Inc's NVO Position: Q2 2026 in Review

Ellevest Inc opened a new position in Novo Nordisk (NVO) in Q2 2026: 15,373 shares worth $760K. The stake represents 0.09% of the portfolio and ranks #164 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in NVO as recently as Q4 2025.

Ellevest Inc first reported a position in NVO in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.3M in Q2 2024. 1,354 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Ellevest Inc held 15,373 shares of Novo Nordisk worth $760K as of Q2 2026.
  • Novo Nordisk was a new Ellevest Inc position in Q2 2026.
  • Novo Nordisk made up 0.09% of Ellevest Inc's portfolio in Q2 2026, its #164 holding.
  • Ellevest Inc first reported a position in Novo Nordisk in Q2 2019 and has held it in 28 quarters since.
  • Ellevest Inc's Novo Nordisk position peaked at $3.3M in Q2 2024.
  • 1,354 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.