EI
NVO

Ethic Inc’s Novo Nordisk NVO Stock Holding History

Ethic 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 		$7.66M Buy
159,699
+105,673
+196% +$4.54M 0.1% 210
2026
Q1 		$1.99M Buy
54,026
+7,756
+17% +$367K 0.03% 463
2025
Q4 		$2.35M Sell
46,270
-22,884
-33% -$1.17M 0.04% 430
2025
Q3 		$3.84M Sell
69,154
-22,990
-25% -$1.35M 0.06% 304
2025
Q2 		$6.31M Sell
92,144
-72,989
-44% -$4.96M 0.11% 187
2025
Q1 		$11.2M Sell
165,133
-6,489
-4% -$536K 0.23% 91
2024
Q4 		$14.8M Buy
171,622
+3,805
+2% +$411K 0.3% 52
2024
Q3 		$21.5M Sell
167,817
-13,677
-8% -$1.82M 0.54% 20
2024
Q2 		$25.9M Buy
181,494
+13,677
+8% +$1.81M 0.61% 16
2024
Q1 		$21.5M Buy
167,817
+1,444
+0.9% +$172K 0.54% 20
2023
Q4 		$17.2M Buy
166,373
+7,556
+5% +$747K 0.51% 24
2023
Q3 		$14.4M Buy
158,817
+20,773
+15% +$1.83M 0.51% 25
2023
Q2 		$11.2M Buy
138,044
+1,284
+0.9% +$105K 0.41% 35
2023
Q1 		$10.9M Sell
136,760
-6,406
-4% -$454K 0.44% 35
2022
Q4 		$9.69M Buy
143,166
+18,374
+15% +$1.08M 0.52% 28
2022
Q3 		$6.22M Buy
124,792
+37,218
+42% +$1.99M 0.42% 37
2022
Q2 		$4.88M Buy
87,574
+10,608
+14% +$589K 0.34% 61
2022
Q1 		$4.27M Buy
76,966
+25,774
+50% +$1.32M 0.3% 80
2021
Q4 		$2.87M Buy
51,192
+5,898
+13% +$320K 0.22% 113
2021
Q3 		$2.17M Buy
45,294
+9,252
+26% +$447K 0.22% 117
2021
Q2 		$1.51M Buy
36,042
+6,046
+20% +$234K 0.18% 140
2021
Q1 		$1.01M Buy
29,996
+236
+0.8% +$8.41K 0.18% 154
2020
Q4 		$1.04M Buy
29,760
+410
+1% +$14.2K 0.27% 87
2020
Q3 		$1.02M Buy
29,350
+9,900
+51% +$330K 0.39% 57
2020
Q2 		$637K Buy
19,450
+1,910
+11% +$61K 0.36% 69
2020
Q1 		$528K Buy
17,540
+3,860
+28% +$115K 0.44% 70
2019
Q4 		$396K Buy
+13,680
New +$379K 0.29% 114

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

Ethic Inc's NVO Position: Q2 2026 in Review

Ethic Inc increased its Novo Nordisk (NVO) stake by 196% in Q2 2026, buying an estimated $4.54M and bringing the position to 159,699 shares worth $7.66M. The position accounts for 0.1% of the portfolio, ranked #210.

Ethic Inc first reported a position in NVO in Q4 2019 and has held it in 27 quarters since. The position peaked at $25.9M in Q2 2024. 516 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Ethic Inc held 159,699 shares of Novo Nordisk worth $7.66M as of Q2 2026.
  • Ethic Inc bought 105,673 Novo Nordisk shares in Q2 2026, an estimated $4.54M.
  • Novo Nordisk made up 0.1% of Ethic Inc's portfolio in Q2 2026, its #210 holding.
  • Ethic Inc first reported a position in Novo Nordisk in Q4 2019 and has held it in 27 quarters since.
  • Ethic Inc's Novo Nordisk position peaked at $25.9M in Q2 2024.
  • 516 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.