Klingman & Associates’s Novo Nordisk NVO Stock Holding History

Klingman & Associates’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	$229K	Buy	+4,785	New	+$206K	0.01%	316
2025 Q4	–	Sell	-5,147	Closed	-$286K	–	335
2025 Q3	$286K	Sell	5,147 -908	-15%	-$53.1K	0.01%	261
2025 Q2	$418K	Buy	6,055 +2,753	+83%	+$187K	0.02%	189
2025 Q1	$229K	Buy	3,302 +397	+14%	+$32.8K	0.01%	246
2024 Q4	$250K	Buy	2,905 +398	+16%	+$43K	0.02%	227
2024 Q3	$299K	Sell	2,507 -15	-0.6%	-$2K	0.02%	216
2024 Q2	$360K	Buy	2,522 +730	+41%	+$96.7K	0.02%	174
2024 Q1	$230K	Buy	+1,792	New	+$213K	0.02%	221

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

Klingman & Associates's NVO Position: Q2 2026 in Review

Klingman & Associates opened a new position in Novo Nordisk (NVO) in Q2 2026: 4,785 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings. This is a return to the name: Klingman & Associates previously reported a position in NVO as recently as Q3 2025.

Klingman & Associates first reported a position in NVO in Q1 2024 and has held it in 8 quarters since. The position peaked at $418K in Q2 2025. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Klingman & Associates held 4,785 shares of Novo Nordisk worth $229K as of Q2 2026.
Novo Nordisk was a new Klingman & Associates position in Q2 2026.
Novo Nordisk made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #316 holding.
Klingman & Associates first reported a position in Novo Nordisk in Q1 2024 and has held it in 8 quarters since.
Klingman & Associates's Novo Nordisk position peaked at $418K in Q2 2025.
1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.