GJIA
NVO

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
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
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Boston Partners
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. 712 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.
  • 712 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.