FCH
NVO

Freestone Capital Holdings’s Novo Nordisk NVO Stock Holding History

Freestone Capital Holdings’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 		$1.79M Buy
37,304
+12,653
+51% +$544K 0.05% 212
2026
Q1 		$906K Sell
24,651
-273
-1% -$12.9K 0.03% 251
2025
Q4 		$1.27M Sell
24,924
-32,133
-56% -$1.64M 0.04% 217
2025
Q3 		$3.17M Buy
57,057
+32,953
+137% +$1.93M 0.1% 136
2025
Q2 		$1.66M Buy
24,104
+1,855
+8% +$126K 0.06% 179
2025
Q1 		$1.54M Sell
22,249
-10,471
-32% -$865K 0.06% 179
2024
Q4 		$2.81M Sell
32,720
-501
-2% -$54.2K 0.1% 134
2024
Q3 		$3.96M Sell
33,221
-1,032
-3% -$138K 0.14% 114
2024
Q2 		$4.89M Sell
34,253
-93
-0.3% -$12.3K 0.17% 87
2024
Q1 		$4.41M Sell
34,346
-620
-2% -$73.8K 0.16% 98
2023
Q4 		$3.62M Sell
34,966
-172
-0.5% -$17K 0.16% 107
2023
Q3 		$3.2M Sell
35,138
-1,134
-3% -$99.9K 0.17% 106
2023
Q2 		$2.93M Sell
36,272
-3,160
-8% -$258K 0.12% 118
2023
Q1 		$3.14M Sell
39,432
-1,540
-4% -$109K 0.14% 111
2022
Q4 		$2.77M Sell
40,972
-21,820
-35% -$1.28M 0.13% 120
2022
Q3 		$3.13M Sell
62,792
-22,216
-26% -$1.19M 0.14% 104
2022
Q2 		$4.74M Sell
85,008
-16,522
-16% -$917K 0.18% 85
2022
Q1 		$5.64M Sell
101,530
-3,072
-3% -$158K 0.23% 94
2021
Q4 		$5.86M Sell
104,602
-5,462
-5% -$296K 0.25% 87
2021
Q3 		$5.28M Sell
110,064
-2,658
-2% -$128K 0.27% 88
2021
Q2 		$4.72M Sell
112,722
-104
-0.1% -$4.03K 0.24% 102
2021
Q1 		$3.8M Sell
112,826
-8,526
-7% -$304K 0.21% 118
2020
Q4 		$4.24M Buy
121,352
+25,628
+27% +$886K 0.25% 93
2020
Q3 		$3.32M Sell
95,724
-5,854
-6% -$195K 0.22% 96
2020
Q2 		$3.33K Sell
101,578
-11,972
-11% -$382K 0.04% 111
2020
Q1 		$3.42K Sell
113,550
-97,822
-46% -$2.91M 0.07% 95
2019
Q4 		$6.12K Sell
211,372
-74,374
-26% -$2.06M 0.13% 57
2019
Q3 		$7.39K Sell
285,746
-87,562
-23% -$2.21M 0.18% 45
2019
Q2 		$9.53K Sell
373,308
-48,928
-12% -$1.21M 0.24% 32
2019
Q1 		$11M Sell
422,236
-20,006
-5% -$492K 0.66% 37
2018
Q4 		$10.2M Buy
442,242
+1,554
+0.4% +$34.5K 0.69% 40
2018
Q3 		$10.4M Sell
440,688
-15,968
-3% -$390K 0.07% 50
2018
Q2 		$10.5M Buy
456,656
+11,802
+3% +$280K 0.07% 50
2018
Q1 		$11M Buy
444,854
+19,486
+5% +$512K 0.64% 44
2017
Q4 		$11.4M Buy
425,368
+15,890
+4% +$404K 0.79% 36
2017
Q3 		$9.86M Buy
409,478
+32,666
+9% +$738K 0.7% 38
2017
Q2 		$8.08M Buy
376,812
+189,754
+101% +$3.83M 0.63% 43
2017
Q1 		$3.21M Buy
187,058
+24,042
+15% +$419K 0.25% 111
2016
Q4 		$2.92M Buy
+163,016
New +$2.96M 0.25% 91
2016
Q3 		– Sell
-20,678
Closed -$556K – 349
2016
Q2 		$556K Sell
20,678
-496
-2% -$13.6K 0.05% 235
2016
Q1 		$574K Sell
21,174
-52
-0.2% -$1.39K 0.06% 235
2015
Q4 		$616K Buy
+21,226
New +$588K 0.06% 239

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Freestone Capital Holdings's NVO Position: Q2 2026 in Review

Freestone Capital Holdings increased its Novo Nordisk (NVO) stake by 51% in Q2 2026, buying an estimated $544K and bringing the position to 37,304 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #212.

Freestone Capital Holdings first reported a position in NVO in Q4 2015 and has held it in 42 quarters since. The position peaked at $11.4M in Q4 2017. 819 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Freestone Capital Holdings held 37,304 shares of Novo Nordisk worth $1.79M as of Q2 2026.
  • Freestone Capital Holdings bought 12,653 Novo Nordisk shares in Q2 2026, an estimated $544K.
  • Novo Nordisk made up 0.05% of Freestone Capital Holdings's portfolio in Q2 2026, its #212 holding.
  • Freestone Capital Holdings first reported a position in Novo Nordisk in Q4 2015 and has held it in 42 quarters since.
  • Freestone Capital Holdings's Novo Nordisk position peaked at $11.4M in Q4 2017.
  • 819 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.