IC
NVO

IEQ Capital’s Novo Nordisk NVO Stock Holding History

IEQ Capital’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 		$2.56M Buy
53,467
+20,679
+63% +$888K 0.01% 709
2026
Q1 		$1.2M Sell
32,788
-17,202
-34% -$815K 0.01% 958
2025
Q4 		$2.54M Buy
49,990
+2,068
+4% +$106K 0.01% 713
2025
Q3 		$2.66M Buy
47,922
+14,516
+43% +$850K 0.01% 664
2025
Q2 		$2.31M Buy
33,406
+7,720
+30% +$525K 0.01% 608
2025
Q1 		$1.78M Sell
25,686
-9,745
-28% -$805K 0.01% 609
2024
Q4 		$3.05M Sell
35,431
-1,855
-5% -$201K 0.03% 394
2024
Q3 		$4.44M Buy
37,286
+2,882
+8% +$384K 0.05% 214
2024
Q2 		$4.91M Buy
34,404
+128
+0.4% +$17K 0.07% 185
2024
Q1 		$4.4M Buy
34,276
+4,403
+15% +$524K 0.06% 192
2023
Q4 		$3.09M Buy
29,873
+2,399
+9% +$237K 0.05% 222
2023
Q3 		$2.5M Buy
27,474
+4,246
+18% +$374K 0.05% 223
2023
Q2 		$1.88M Buy
23,228
+5,080
+28% +$415K 0.04% 277
2023
Q1 		$1.44M Buy
18,148
+1,364
+8% +$96.7K 0.03% 306
2022
Q4 		$1.14M Buy
16,784
+4,908
+41% +$288K 0.03% 341
2022
Q3 		$592K Buy
11,876
+2,258
+23% +$121K 0.02% 494
2022
Q2 		$536K Sell
9,618
-948
-9% -$52.6K 0.02% 459
2022
Q1 		$587K Buy
10,566
+4,800
+83% +$246K 0.01% 458
2021
Q4 		$323K Sell
5,766
-500
-8% -$27.1K 0.01% 569
2021
Q3 		$301K Buy
+6,266
New +$303K 0.01% 554

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

IEQ Capital's NVO Position: Q2 2026 in Review

IEQ Capital increased its Novo Nordisk (NVO) stake by 63% in Q2 2026, buying an estimated $888K and bringing the position to 53,467 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #709.

IEQ Capital first reported a position in NVO in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.91M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • IEQ Capital held 53,467 shares of Novo Nordisk worth $2.56M as of Q2 2026.
  • IEQ Capital bought 20,679 Novo Nordisk shares in Q2 2026, an estimated $888K.
  • Novo Nordisk made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #709 holding.
  • IEQ Capital first reported a position in Novo Nordisk in Q3 2021 and has held it in 20 quarters since.
  • IEQ Capital's Novo Nordisk position peaked at $4.91M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.