LA
NVO

Lakeside Advisors’s Novo Nordisk NVO Stock Holding History

Lakeside Advisors’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 		$765K Hold
15,950
– – 0.48% 36
2026
Q1 		$586K Sell
15,950
-1,350
-8% -$64K 0.39% 39
2025
Q4 		$880K Sell
17,300
-550
-3% -$28.1K 0.56% 30
2025
Q3 		$990K Sell
17,850
-1,000
-5% -$58.5K 0.63% 29
2025
Q2 		$1.3M Sell
18,850
-200
-1% -$13.6K 0.84% 23
2025
Q1 		$1.32M Buy
19,050
+400
+2% +$33K 0.88% 23
2024
Q4 		$1.6M Sell
18,650
-400
-2% -$43.3K 1.06% 21
2024
Q3 		$2.27M Hold
19,050
– – 1.43% 16
2024
Q2 		$2.72M Sell
19,050
-1,200
-6% -$159K 1.77% 13
2024
Q1 		$2.6M Hold
20,250
– – 1.66% 15
2023
Q4 		$2.09M Sell
20,250
-600
-3% -$59.3K 1.45% 16
2023
Q3 		$1.9M Sell
20,850
-400
-2% -$35.2K 1.46% 16
2023
Q2 		$1.72M Buy
21,250
+730
+4% +$59.6K 1.27% 17
2023
Q1 		$1.63M Buy
20,520
+200
+1% +$14.2K 1.26% 19
2022
Q4 		$1.38M Buy
20,320
+700
+4% +$41K 1.13% 21
2022
Q3 		$977K Buy
19,620
+13,900
+243% +$745K 0.87% 24
2022
Q2 		$319K Buy
5,720
+700
+14% +$38.8K 0.27% 43
2022
Q1 		$279K Buy
5,020
+1,300
+35% +$66.7K 0.21% 49
2021
Q4 		$208K Buy
+3,720
New +$202K 0.15% 52

Other funds holding NVO

Fisher Asset Management
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Citigroup
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Lakeside Advisors's NVO Position: Q2 2026 in Review

Lakeside Advisors held its Novo Nordisk (NVO) position steady in Q2 2026 at 15,950 shares worth $765K. The position accounts for 0.48% of the portfolio, ranked #36.

Lakeside Advisors first reported a position in NVO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.72M in Q2 2024. 712 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Lakeside Advisors held 15,950 shares of Novo Nordisk worth $765K as of Q2 2026.
  • Lakeside Advisors left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up 0.48% of Lakeside Advisors's portfolio in Q2 2026, its #36 holding.
  • Lakeside Advisors first reported a position in Novo Nordisk in Q4 2021 and has held it in 19 quarters since.
  • Lakeside Advisors's Novo Nordisk position peaked at $2.72M in Q2 2024.
  • 712 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.