IMA Advisory Services’s Novo Nordisk NVO Stock Holding History

IMA Advisory Services’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	$6.28K	Buy	131 +45	+52%	+$1.93K	﹤0.01%	850
2026 Q1	$3.27K	Sell	86 -4	-4%	-$190	﹤0.01%	509
2025 Q4	$4.58K	Buy	+90	New	+$4.6K	﹤0.01%	448
2023 Q2	–	Sell	-4	Closed	-$319	–	314
2023 Q1	$319	Hold	4	–	–	﹤0.01%	296
2022 Q4	$271	Hold	4	–	–	﹤0.01%	323
2022 Q3	$0	Buy	+4	New	+$214	﹤0.01%	397
2019 Q2	–	Sell	-134	Closed	-$4K	–	300
2019 Q1	$4K	Hold	134	–	–	﹤0.01%	245
2018 Q4	$3K	Hold	134	–	–	﹤0.01%	280
2018 Q3	$3K	Sell	134 -214	-61%	-$5.22K	﹤0.01%	283
2018 Q2	$8K	Buy	+348	New	+$8.27K	﹤0.01%	284

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

IMA Advisory Services's NVO Position: Q2 2026 in Review

IMA Advisory Services increased its Novo Nordisk (NVO) stake by 52% in Q2 2026, buying an estimated $1.93K and bringing the position to 131 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

IMA Advisory Services first reported a position in NVO in Q2 2018 and has held it in 10 quarters since. The position peaked at $8K in Q2 2018. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

IMA Advisory Services held 131 shares of Novo Nordisk worth $6.28K as of Q2 2026.
IMA Advisory Services bought 45 Novo Nordisk shares in Q2 2026, an estimated $1.93K.
Novo Nordisk made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #850 holding.
IMA Advisory Services first reported a position in Novo Nordisk in Q2 2018 and has held it in 10 quarters since.
IMA Advisory Services's Novo Nordisk position peaked at $8K in Q2 2018.
1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.