Joel Isaacson & Co’s Novo Nordisk NVO Stock Holding History

Joel Isaacson & Co’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	$1.01M	Hold	21,026	–	–	0.03%	200
2026 Q1	$773K	Sell	21,026 -458	-2%	-$21.7K	0.03%	226
2025 Q4	$1.09M	Buy	21,484 +400	+2%	+$20.5K	0.04%	180
2025 Q3	$1.17M	Buy	21,084 +200	+1%	+$11.7K	0.04%	166
2025 Q2	$1.44M	Buy	20,884 +571	+3%	+$38.8K	0.06%	134
2025 Q1	$1.41M	Buy	20,313 +100	+0.5%	+$8.26K	0.06%	127
2024 Q4	$1.74M	Hold	20,213	–	–	0.08%	108
2024 Q3	$2.41M	Hold	20,213	–	–	0.11%	82
2024 Q2	$2.89M	Buy	20,213 +336	+2%	+$44.5K	0.15%	65
2024 Q1	$2.55M	Sell	19,877 -459	-2%	-$54.6K	0.14%	75
2023 Q4	$2.1M	Hold	20,336	–	–	0.13%	76
2023 Q3	$1.85M	Buy	20,336 +732	+4%	+$64.5K	0.13%	75
2023 Q2	$1.59M	Buy	19,604 +14,808	+309%	+$1.21M	0.11%	86
2023 Q1	$382K	Hold	4,796	–	–	0.03%	214
2022 Q4	$325K	Buy	+4,796	New	+$281K	0.03%	231
2016 Q2	–	Sell	-21,046	Closed	-$570K	–	753
2016 Q1	$570K	Buy	+21,046	New	+$564K	0.13%	78

Other funds holding NVO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Joel Isaacson & Co's NVO Position: Q2 2026 in Review

Joel Isaacson & Co held its Novo Nordisk (NVO) position steady in Q2 2026 at 21,026 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #200.

Joel Isaacson & Co first reported a position in NVO in Q1 2016 and has held it in 16 quarters since. The position peaked at $2.89M in Q2 2024. 819 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Joel Isaacson & Co held 21,026 shares of Novo Nordisk worth $1.01M as of Q2 2026.
Joel Isaacson & Co left its Novo Nordisk share count unchanged in Q2 2026.
Novo Nordisk made up 0.03% of Joel Isaacson & Co's portfolio in Q2 2026, its #200 holding.
Joel Isaacson & Co first reported a position in Novo Nordisk in Q1 2016 and has held it in 16 quarters since.
Joel Isaacson & Co's Novo Nordisk position peaked at $2.89M in Q2 2024.
819 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.