Lloyd Advisory Services’s Novo Nordisk NVO Stock Holding History

Lloyd Advisory Services’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	–	Sell	-1,441	Closed	-$53K	–	880
2026 Q1	$53K	Buy	+1,441	New	+$68.3K	0.02%	270
2023 Q4	–	Sell	-29,458	Closed	-$2.68M	–	271
2023 Q3	$2.68M	Buy	+29,458	New	+$2.59M	0.88%	22
2020 Q1	–	Sell	-28	Closed	-$1K	–	361
2019 Q4	$1K	Buy	+28	New	+$775	﹤0.01%	339

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lloyd Advisory Services's NVO Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 1,441 shares — an estimated $53K sold.

Lloyd Advisory Services first reported a position in NVO in Q4 2019 and held it in 3 quarters. The position peaked at $2.68M in Q3 2023. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Lloyd Advisory Services reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 1,441 Novo Nordisk shares in Q2 2026, an estimated $53K.
Lloyd Advisory Services first reported a position in Novo Nordisk in Q4 2019 and held it in 3 quarters.
Lloyd Advisory Services's Novo Nordisk position peaked at $2.68M in Q3 2023.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.