Lido Advisors
NVO

Lido Advisors’s Novo Nordisk NVO Stock Holding History

Lido 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 		$1.19M Sell
24,742
-2,832
-10% -$122K ﹤0.01% 1019
2026
Q1 		$1.05M Sell
27,574
-203,129
-88% -$9.62M ﹤0.01% 948
2025
Q4 		$12.8M Sell
230,703
-5,124
-2% -$262K 0.04% 284
2025
Q3 		$13.1M Buy
235,827
+27,395
+13% +$1.6M 0.04% 262
2025
Q2 		$14.4M Sell
208,432
-3,434
-2% -$234K 0.06% 198
2025
Q1 		$14.9M Buy
211,866
+38,463
+22% +$3.18M 0.07% 175
2024
Q4 		$14.9M Buy
173,403
+654
+0.4% +$70.7K 0.07% 168
2024
Q3 		$20.6M Buy
172,749
+21,087
+14% +$2.81M 0.1% 101
2024
Q2 		$21.6M Buy
151,662
+5,236
+4% +$694K 0.12% 92
2024
Q1 		$18.9M Buy
146,426
+11,076
+8% +$1.32M 0.11% 93
2023
Q4 		$14M Buy
135,350
+10,490
+8% +$1.04M 0.09% 117
2023
Q3 		$11.4M Buy
124,860
+5,814
+5% +$512K 0.09% 125
2023
Q2 		$9.63M Buy
119,046
+105,068
+752% +$8.58M 0.07% 147
2023
Q1 		$1.11M Buy
13,978
+4,582
+49% +$325K 0.01% 455
2022
Q4 		$636K Buy
9,396
+1,626
+21% +$95.3K 0.01% 520
2022
Q3 		$387K Buy
7,770
+606
+8% +$32.5K ﹤0.01% 634
2022
Q2 		$399K Buy
7,164
+1,374
+24% +$76.2K 0.01% 614
2022
Q1 		$321K Buy
5,790
+1,034
+22% +$53.1K ﹤0.01% 792
2021
Q4 		$266K Buy
+4,756
New +$258K ﹤0.01% 853

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

Lido Advisors's NVO Position: Q2 2026 in Review

Lido Advisors reduced its Novo Nordisk (NVO) stake by 10% in Q2 2026, selling an estimated $122K and leaving 24,742 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Lido Advisors first reported a position in NVO in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.6M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Lido Advisors held 24,742 shares of Novo Nordisk worth $1.19M as of Q2 2026.
  • Lido Advisors sold 2,832 Novo Nordisk shares in Q2 2026, an estimated $122K.
  • Novo Nordisk made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1019 holding.
  • Lido Advisors first reported a position in Novo Nordisk in Q4 2021 and has held it in 19 quarters since.
  • Lido Advisors's Novo Nordisk position peaked at $21.6M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.