Foundations Investment Advisors’s Novo Nordisk NVO Stock Holding History

Foundations Investment 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	$723K	Buy	15,082 +4,584	+44%	+$197K	0.01%	663
2026 Q1	$386K	Buy	10,498 +1,765	+20%	+$83.6K	﹤0.01%	811
2025 Q4	$444K	Sell	8,733 -7,929	-48%	-$405K	0.01%	752
2025 Q3	$925K	Buy	16,662 +1,924	+13%	+$113K	0.01%	491
2025 Q2	$1.02M	Buy	14,738 +4,964	+51%	+$338K	0.02%	431
2025 Q1	$679K	Sell	9,774 -144,630	-94%	-$11.9M	0.01%	494
2024 Q4	$13.3M	Buy	154,404 +17,839	+13%	+$1.93M	0.26%	90
2024 Q3	$16.3M	Buy	136,565 +12,928	+10%	+$1.72M	0.34%	71
2024 Q2	$17.6M	Buy	123,637 +25,122	+26%	+$3.33M	0.43%	57
2024 Q1	$12.6M	Buy	98,515 +14,742	+18%	+$1.75M	0.33%	65
2023 Q4	$9.7M	Buy	83,773 +45,470	+119%	+$4.5M	0.26%	76
2023 Q3	$3.48M	Buy	+38,303	New	+$3.37M	0.11%	151

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

Foundations Investment Advisors's NVO Position: Q2 2026 in Review

Foundations Investment Advisors increased its Novo Nordisk (NVO) stake by 44% in Q2 2026, buying an estimated $197K and bringing the position to 15,082 shares worth $723K. The position accounts for 0.01% of the portfolio, ranked #663.

Foundations Investment Advisors first reported a position in NVO in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.6M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Foundations Investment Advisors held 15,082 shares of Novo Nordisk worth $723K as of Q2 2026.
Foundations Investment Advisors bought 4,584 Novo Nordisk shares in Q2 2026, an estimated $197K.
Novo Nordisk made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #663 holding.
Foundations Investment Advisors first reported a position in Novo Nordisk in Q3 2023 and has held it in 12 quarters since.
Foundations Investment Advisors's Novo Nordisk position peaked at $17.6M in Q2 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.