I
NVO

INVST’s Novo Nordisk NVO Stock Holding History

INVST’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 		$758K Buy
15,807
+1,211
+8% +$52K 0.07% 207
2026
Q1 		$536K Buy
14,596
+6,900
+90% +$327K 0.06% 246
2025
Q4 		$392K Buy
7,696
+1,396
+22% +$71.4K 0.04% 252
2025
Q3 		$350K Buy
6,300
+54
+0.9% +$3.16K 0.04% 257
2025
Q2 		$431K Sell
6,246
-461
-7% -$31.4K 0.05% 238
2025
Q1 		$466K Buy
+6,707
New +$554K 0.06% 224

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

INVST's NVO Position: Q2 2026 in Review

INVST increased its Novo Nordisk (NVO) stake by 8.3% in Q2 2026, buying an estimated $52K and bringing the position to 15,807 shares worth $758K. The position accounts for 0.07% of the portfolio, ranked #207.

INVST first reported a position in NVO in Q1 2025 and has held it in 6 quarters since. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • INVST held 15,807 shares of Novo Nordisk worth $758K as of Q2 2026.
  • INVST bought 1,211 Novo Nordisk shares in Q2 2026, an estimated $52K.
  • Novo Nordisk made up 0.07% of INVST's portfolio in Q2 2026, its #207 holding.
  • INVST first reported a position in Novo Nordisk in Q1 2025 and has held it in 6 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.