Glass Jacobson Investment Advisors’s Novo Nordisk NVO Stock Holding History

Glass Jacobson 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	$22.5K	Hold	470	–	–	0.01%	404
2026 Q1	$17.3K	Hold	470	–	–	0.01%	424
2025 Q4	$23.9K	Buy	470 +100	+27%	+$5.11K	0.01%	388
2025 Q3	$20.5K	Hold	370	–	–	0.01%	395
2025 Q2	$25.5K	Sell	370 -40	-10%	-$2.72K	0.01%	359
2025 Q1	$35.3K	Hold	410	–	–	0.01%	424
2024 Q4	$35.3K	Sell	410 -2,784	-87%	-$301K	0.01%	424
2024 Q3	$380K	Buy	3,194 +543	+20%	+$72.4K	0.13%	167
2024 Q2	$378K	Sell	2,651 -560	-17%	-$74.2K	0.14%	162
2024 Q1	$412K	Hold	3,211	–	–	0.15%	146
2023 Q4	$332K	Buy	3,211 +211	+7%	+$20.9K	0.14%	161
2023 Q3	$273K	Buy	3,000 +960	+47%	+$84.6K	0.13%	172
2023 Q2	$165K	Buy	+2,040	New	+$167K	0.08%	209
2022 Q4	$61K	Buy	+902	New	+$52.9K	0.03%	319

Other funds holding NVO

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Glass Jacobson Investment Advisors's NVO Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Novo Nordisk (NVO) position steady in Q2 2026 at 470 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #404.

Glass Jacobson Investment Advisors first reported a position in NVO in Q4 2022 and has held it in 14 quarters since. The position peaked at $412K in Q1 2024. 749 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Glass Jacobson Investment Advisors held 470 shares of Novo Nordisk worth $22.5K as of Q2 2026.
Glass Jacobson Investment Advisors left its Novo Nordisk share count unchanged in Q2 2026.
Novo Nordisk made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #404 holding.
Glass Jacobson Investment Advisors first reported a position in Novo Nordisk in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's Novo Nordisk position peaked at $412K in Q1 2024.
749 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.