Independent Family Office’s Novo Nordisk NVO Stock Holding History

Independent Family Office’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	–	Sell	-7,425	Closed	-$273K	–	92
2026 Q1	$273K	Buy	+7,425	New	+$352K	0.11%	80
2021 Q2	–	Sell	-13,710	Closed	-$462K	–	66
2021 Q1	$462K	Hold	13,710	–	–	0.18%	42
2020 Q4	$479K	Hold	13,710	–	–	0.2%	39
2020 Q3	$476K	Hold	13,710	–	–	0.23%	37
2020 Q2	$449K	Hold	13,710	–	–	0.23%	37
2020 Q1	$413K	Buy	+13,710	New	+$408K	0.26%	34

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

Independent Family Office's NVO Position: Q2 2026 in Review

Independent Family Office sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 7,425 shares — an estimated $273K sold.

Independent Family Office first reported a position in NVO in Q1 2020 and held it in 6 quarters. The position peaked at $479K in Q4 2020. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Independent Family Office reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
Independent Family Office sold 7,425 Novo Nordisk shares in Q2 2026, an estimated $273K.
Independent Family Office first reported a position in Novo Nordisk in Q1 2020 and held it in 6 quarters.
Independent Family Office's Novo Nordisk position peaked at $479K in Q4 2020.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.