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NVO

Fermata Advisors’s Novo Nordisk NVO Stock Holding History

Fermata Advisors’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 		$567K Buy
11,833
+817
+7% +$35.1K 0.11% 147
2026
Q1 		$405K Buy
11,016
+1,942
+21% +$92K 0.09% 157
2025
Q4 		$462K Buy
9,074
+2,024
+29% +$104K 0.11% 138
2025
Q3 		$391K Buy
+7,050
New +$413K 0.1% 143
2025
Q2 		– Sell
-5,898
Closed -$410K – 262
2025
Q1 		$410K Buy
+5,898
New +$487K 0.07% 182
2024
Q4 		– Sell
-3,847
Closed -$458K – 280
2024
Q3 		$458K Buy
3,847
+152
+4% +$20.3K 0.09% 131
2024
Q2 		$527K Buy
3,695
+1,361
+58% +$180K 0.12% 107
2024
Q1 		$300K Buy
+2,334
New +$278K 0.07% 163

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

Fermata Advisors's NVO Position: Q2 2026 in Review

Fermata Advisors increased its Novo Nordisk (NVO) stake by 7.4% in Q2 2026, buying an estimated $35.1K and bringing the position to 11,833 shares worth $567K. The position accounts for 0.11% of the portfolio, ranked #147.

Fermata Advisors first reported a position in NVO in Q1 2024 and has held it in 8 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Fermata Advisors held 11,833 shares of Novo Nordisk worth $567K as of Q2 2026.
  • Fermata Advisors bought 817 Novo Nordisk shares in Q2 2026, an estimated $35.1K.
  • Novo Nordisk made up 0.11% of Fermata Advisors's portfolio in Q2 2026, its #147 holding.
  • Fermata Advisors first reported a position in Novo Nordisk in Q1 2024 and has held it in 8 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.