HIP
NVO

HUB Investment Partners’s Novo Nordisk NVO Stock Holding History

HUB Investment 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 		$14.4K Sell
300
-100
-25% -$4.3K ﹤0.01% 1372
2026
Q1 		$14.7K Sell
400
-200
-33% -$9.48K ﹤0.01% 1139
2025
Q4 		$30.5K Hold
600
– – ﹤0.01% 943
2025
Q3 		$33.3K Sell
600
-100
-14% -$5.85K ﹤0.01% 789
2025
Q2 		$48.3K Sell
700
-1,500
-68% -$102K ﹤0.01% 701
2025
Q1 		$153K Sell
2,200
-100
-4% -$8.26K 0.01% 565
2024
Q4 		$58K Buy
2,300
+500
+28% +$54.1K ﹤0.01% 561
2024
Q3 		$92.8K Buy
1,800
+1,100
+157% +$147K ﹤0.01% 510
2024
Q2 		$93.5K Sell
700
-500
-42% -$66.3K ﹤0.01% 475
2024
Q1 		$154K Buy
+1,200
New +$143K 0.01% 446

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 22.94% 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

HUB Investment Partners's NVO Position: Q2 2026 in Review

HUB Investment Partners increased its Novo Nordisk (NVO) stake by 44% in Q2 2026, buying an estimated $195K and bringing the position to 14,756 shares worth $707K. The position accounts for 0.01% of the portfolio, ranked #567.

HUB Investment Partners first reported a position in NVO in Q4 2021 and has held it in 16 quarters since. The position peaked at $7.94M in Q2 2024. 697 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • HUB Investment Partners held 14,756 shares of Novo Nordisk worth $707K as of Q2 2026.
  • HUB Investment Partners bought 4,530 Novo Nordisk shares in Q2 2026, an estimated $195K.
  • Novo Nordisk made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #567 holding.
  • HUB Investment Partners first reported a position in Novo Nordisk in Q4 2021 and has held it in 16 quarters since.
  • HUB Investment Partners's Novo Nordisk position peaked at $7.94M in Q2 2024.
  • 697 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.