IRAG
NVO

Investment Research & Advisory Group’s Novo Nordisk NVO Stock Holding History

Investment Research & Advisory 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 		$53.5K Hold
1,115
– – 0.02% 134
2026
Q1 		$41K Hold
1,115
– – 0.01% 139
2025
Q4 		$56.7K Hold
1,115
– – 0.02% 113
2025
Q3 		$61.9K Hold
1,115
– – 0.02% 108
2025
Q2 		$77K Sell
1,115
-249
-18% -$16.9K 0.03% 96
2025
Q1 		$94.7K Buy
1,364
+424
+45% +$35K 0.04% 93
2024
Q4 		$80.9K Hold
940
– – 0.03% 95
2024
Q3 		$112K Hold
940
– – 0.05% 81
2024
Q2 		$134K Hold
940
– – 0.06% 73
2024
Q1 		$121K Buy
940
+112
+14% +$13.3K 0.06% 74
2023
Q4 		$85.7K Buy
828
+396
+92% +$39.2K 0.04% 85
2023
Q3 		$39.3K Hold
432
– – 0.02% 105
2023
Q2 		$35K Hold
432
– – 0.02% 113
2023
Q1 		$34.4K Hold
432
– – 0.02% 105
2022
Q4 		$29.2K Hold
432
– – 0.02% 104
2022
Q3 		$22K Hold
432
– – 0.02% 108
2022
Q2 		$24K Hold
432
– – 0.02% 110
2022
Q1 		$24K Hold
432
– – 0.02% 124
2021
Q4 		$24K Hold
432
– – 0.01% 125
2021
Q3 		$21K Buy
+432
New +$20.9K 0.01% 119

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

Investment Research & Advisory Group's NVO Position: Q2 2026 in Review

Investment Research & Advisory Group held its Novo Nordisk (NVO) position steady in Q2 2026 at 1,115 shares worth $53.5K. The position accounts for 0.02% of the portfolio, ranked #134.

Investment Research & Advisory Group first reported a position in NVO in Q3 2021 and has held it in 20 quarters since. The position peaked at $134K in Q2 2024. 516 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Investment Research & Advisory Group held 1,115 shares of Novo Nordisk worth $53.5K as of Q2 2026.
  • Investment Research & Advisory Group left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up 0.02% of Investment Research & Advisory Group's portfolio in Q2 2026, its #134 holding.
  • Investment Research & Advisory Group first reported a position in Novo Nordisk in Q3 2021 and has held it in 20 quarters since.
  • Investment Research & Advisory Group's Novo Nordisk position peaked at $134K in Q2 2024.
  • 516 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.