IAAG
NVO

Innovative Asset Advisors Group’s Novo Nordisk NVO Stock Holding History

Innovative Asset Advisors Group’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 		$523K Sell
10,900
-547
-5% -$23.5K 0.23% 85
2026
Q1 		$431K Buy
+11,447
New +$542K 0.25% 79

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

Innovative Asset Advisors Group's NVO Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Novo Nordisk (NVO) stake by 4.8% in Q2 2026, selling an estimated $23.5K and leaving 10,900 shares worth $523K. The position accounts for 0.23% of the portfolio, ranked #85.

Innovative Asset Advisors Group first reported a position in NVO in Q1 2026 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Innovative Asset Advisors Group held 10,900 shares of Novo Nordisk worth $523K as of Q2 2026.
  • Innovative Asset Advisors Group sold 547 Novo Nordisk shares in Q2 2026, an estimated $23.5K.
  • Novo Nordisk made up 0.23% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #85 holding.
  • Innovative Asset Advisors Group first reported a position in Novo Nordisk in Q1 2026 and has held it in 2 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.