GA
NVO

Goldstein Advisors’s Novo Nordisk NVO Stock Holding History

Goldstein 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 		$218K Buy
+4,550
New +$195K 0.02% 234

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

Goldstein Advisors's NVO Position: Q2 2026 in Review

Goldstein Advisors opened a new position in Novo Nordisk (NVO) in Q2 2026: 4,550 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #234 among its holdings.

1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Goldstein Advisors held 4,550 shares of Novo Nordisk worth $218K as of Q2 2026.
  • Novo Nordisk was a new Goldstein Advisors position in Q2 2026.
  • Novo Nordisk made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #234 holding.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.