Halbert Hargrove Global Advisors’s Novo Nordisk NVO Stock Holding History

Halbert Hargrove Global 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	$25.5K	Sell	531 -18	-3%	-$773	﹤0.01%	252
2026 Q1	$20.2K	Hold	549	–	–	﹤0.01%	249
2025 Q4	$27.9K	Hold	549	–	–	﹤0.01%	230
2025 Q3	$30.4K	Hold	549	–	–	﹤0.01%	213
2025 Q2	$37.9K	Sell	549 -12	-2%	-$816	﹤0.01%	160
2025 Q1	$39K	Buy	561 +12	+2%	+$991	﹤0.01%	159
2024 Q4	$47.2K	Buy	+549	New	+$59.4K	﹤0.01%	155

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

Halbert Hargrove Global Advisors's NVO Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Novo Nordisk (NVO) stake by 3.3% in Q2 2026, selling an estimated $773 and leaving 531 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Halbert Hargrove Global Advisors first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.2K in Q4 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Halbert Hargrove Global Advisors held 531 shares of Novo Nordisk worth $25.5K as of Q2 2026.
Halbert Hargrove Global Advisors sold 18 Novo Nordisk shares in Q2 2026, an estimated $773.
Novo Nordisk made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #252 holding.
Halbert Hargrove Global Advisors first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's Novo Nordisk position peaked at $47.2K in Q4 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.