Lakeside Advisors
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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
Q3 		$582K Sell
15,350
-600
-4% -$27.7K 0.34% 43
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

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lakeside Advisors's NVO Position: Q3 2026 in Review

Lakeside Advisors reduced its Novo Nordisk (NVO) stake by 3.8% in Q3 2026, selling an estimated $27.7K and leaving 15,350 shares worth $582K. The position accounts for 0.34% of the portfolio, ranked #43.

Lakeside Advisors first reported a position in NVO in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.72M in Q2 2024. 923 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Lakeside Advisors held 15,350 shares of Novo Nordisk worth $582K as of Q3 2026.
  • Lakeside Advisors sold 600 Novo Nordisk shares in Q3 2026, an estimated $27.7K.
  • Novo Nordisk made up 0.34% of Lakeside Advisors's portfolio in Q3 2026, its #43 holding.
  • Lakeside Advisors first reported a position in Novo Nordisk in Q4 2021 and has held it in 20 quarters since.
  • Lakeside Advisors's Novo Nordisk position peaked at $2.72M in Q2 2024.
  • 923 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.