Guardian Partners’s Novo Nordisk NVO Stock Holding History

Guardian Partners’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	$2.36M	Sell	49,214 -16,298	-25%	-$700K	0.21%	79
2026 Q1	$2.41M	Sell	65,512 -9,028	-12%	-$428K	0.2%	82
2025 Q4	$3.51M	Sell	74,540 -59,823	-45%	-$3.06M	0.28%	74
2025 Q3	$7.95M	Buy	134,363 +3,811	+3%	+$223K	0.67%	53
2025 Q2	$9.1M	Buy	130,552 +1,814	+1%	+$123K	0.82%	37
2025 Q1	$7.89M	Buy	128,738 +1,347	+1%	+$111K	0.82%	41
2024 Q4	$10.9M	Buy	+127,391	New	+$13.8M	1.11%	30

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

Guardian Partners's NVO Position: Q2 2026 in Review

Guardian Partners reduced its Novo Nordisk (NVO) stake by 25% in Q2 2026, selling an estimated $700K and leaving 49,214 shares worth $2.36M. The position accounts for 0.21% of the portfolio, ranked #79.

Guardian Partners first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.9M in Q4 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Guardian Partners held 49,214 shares of Novo Nordisk worth $2.36M as of Q2 2026.
Guardian Partners sold 16,298 Novo Nordisk shares in Q2 2026, an estimated $700K.
Novo Nordisk made up 0.21% of Guardian Partners's portfolio in Q2 2026, its #79 holding.
Guardian Partners first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's Novo Nordisk position peaked at $10.9M in Q4 2024.
1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.