Koshinski Asset Management
NVO

Koshinski Asset Management’s Novo Nordisk NVO Stock Holding History

Koshinski Asset Management’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 		$432K Sell
9,006
-1,131
-11% -$48.6K 0.02% 507
2026
Q1 		$373K Buy
10,137
+2,824
+39% +$134K 0.02% 514
2025
Q4 		$372K Sell
7,313
-695
-9% -$35.5K 0.02% 504
2025
Q3 		$444K Sell
8,008
-8,710
-52% -$510K 0.03% 455
2025
Q2 		$1.15M Buy
16,718
+1,148
+7% +$78.1K 0.09% 224
2025
Q1 		$1.08M Buy
15,570
+3,316
+27% +$274K 0.09% 229
2024
Q4 		$1.05M Buy
12,254
+645
+6% +$69.8K 0.09% 223
2024
Q3 		$1.38M Sell
11,609
-3,799
-25% -$507K 0.12% 173
2024
Q2 		$2.16M Buy
15,408
+2,526
+20% +$335K 0.2% 107
2024
Q1 		$1.65M Sell
12,882
-1,425
-10% -$170K 0.17% 134
2023
Q4 		$1.48M Buy
14,307
+4,160
+41% +$411K 0.22% 119
2023
Q3 		$923K Sell
10,147
-807
-7% -$71.1K 0.11% 199
2023
Q2 		$886K Sell
10,954
-704
-6% -$57.5K 0.1% 217
2023
Q1 		$928K Sell
11,658
-6,322
-35% -$448K 0.09% 219
2022
Q4 		$1.22M Buy
17,980
+936
+5% +$54.9K 0.12% 195
2022
Q3 		$849K Buy
17,044
+2,192
+15% +$117K 0.1% 232
2022
Q2 		$827K Sell
14,852
-424
-3% -$23.5K 0.08% 266
2022
Q1 		$848K Sell
15,276
-546
-3% -$28K 0.07% 282
2021
Q4 		$886K Sell
15,822
-6,524
-29% -$353K 0.07% 284
2021
Q3 		$1.07M Buy
22,346
+16,676
+294% +$806K 0.09% 237
2021
Q2 		$237K Sell
5,670
-1,072
-16% -$41.6K 0.03% 495
2021
Q1 		$227K Sell
6,742
-666
-9% -$23.7K 0.02% 534
2020
Q4 		$259K Buy
7,408
+72
+1% +$2.49K 0.03% 465
2020
Q3 		$270K Buy
7,336
+366
+5% +$12.2K 0.04% 421
2020
Q2 		$228K Sell
6,970
-6
-0.1% -$191 0.04% 438
2020
Q1 		$210K Sell
6,976
-148
-2% -$4.41K 0.04% 411
2019
Q4 		$206K Buy
+7,124
New +$197K 0.04% 479
2016
Q2 		– Sell
-7,698
Closed -$209K – 264
2016
Q1 		$209K Buy
7,698
+360
+5% +$9.64K 0.13% 205
2015
Q4 		$213K Buy
+7,338
New +$203K 0.15% 194

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

Koshinski Asset Management's NVO Position: Q2 2026 in Review

Koshinski Asset Management reduced its Novo Nordisk (NVO) stake by 11% in Q2 2026, selling an estimated $48.6K and leaving 9,006 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #507.

Koshinski Asset Management first reported a position in NVO in Q4 2015 and has held it in 29 quarters since. The position peaked at $2.16M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Koshinski Asset Management held 9,006 shares of Novo Nordisk worth $432K as of Q2 2026.
  • Koshinski Asset Management sold 1,131 Novo Nordisk shares in Q2 2026, an estimated $48.6K.
  • Novo Nordisk made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #507 holding.
  • Koshinski Asset Management first reported a position in Novo Nordisk in Q4 2015 and has held it in 29 quarters since.
  • Koshinski Asset Management's Novo Nordisk position peaked at $2.16M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.