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
2025
Q3 		– Sell
-2,000
Closed -$138K – 1882
2025
Q2 		$138K Buy
+2,000
New +$136K ﹤0.01% 1566
2024
Q4 		– Sell
-2,000
Closed -$238K – 1570
2024
Q3 		$238K Hold
2,000
– – ﹤0.01% 1255
2024
Q2 		$285K Buy
+2,000
New +$265K ﹤0.01% 1152

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Lido Advisors's NVO Position: Q1 2026 in Review

Lido Advisors reduced its Novo Nordisk (NVO) stake by 88% in Q1 2026, selling an estimated $9.62M and leaving 27,574 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Lido Advisors first reported a position in NVO in Q4 2021 and has held it in 18 quarters since. The position peaked at $21.6M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Lido Advisors held 27,574 shares of Novo Nordisk worth $1.05M as of Q1 2026.
  • Lido Advisors sold 203,129 Novo Nordisk shares in Q1 2026, an estimated $9.62M.
  • Novo Nordisk made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #948 holding.
  • Lido Advisors first reported a position in Novo Nordisk in Q4 2021 and has held it in 18 quarters since.
  • Lido Advisors's Novo Nordisk position peaked at $21.6M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.