LA
NVO

LM Advisors’s Novo Nordisk NVO Stock Holding History

LM 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 		$223K Buy
+4,655
New +$200K 0.03% 219
2026
Q1 		– Sell
-332
Closed -$6.52K – 220
2025
Q4 		$6.52K Buy
+332
New +$17K 0.12% 107
2025
Q1 		– Sell
-2,420
Closed -$208K – 219
2024
Q4 		$208K Buy
+2,420
New +$262K 0.04% 185
2024
Q3 		– Sell
-1,529
Closed -$218K – 181
2024
Q2 		$218K Sell
1,529
-192
-11% -$25.4K ﹤0.01% 176
2024
Q1 		$221K Buy
1,721
+194
+13% +$23.1K 0.04% 198
2023
Q4 		$158K Buy
+1,527
New +$151K 0.03% 209

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

LM Advisors's NVO Position: Q2 2026 in Review

LM Advisors opened a new position in Novo Nordisk (NVO) in Q2 2026: 4,655 shares worth $223K. The stake represents 0.03% of the portfolio and ranks #219 among its holdings. This is a return to the name: LM Advisors previously reported a position in NVO as recently as Q4 2025.

LM Advisors first reported a position in NVO in Q4 2023 and has held it in 6 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • LM Advisors held 4,655 shares of Novo Nordisk worth $223K as of Q2 2026.
  • Novo Nordisk was a new LM Advisors position in Q2 2026.
  • Novo Nordisk made up 0.03% of LM Advisors's portfolio in Q2 2026, its #219 holding.
  • LM Advisors first reported a position in Novo Nordisk in Q4 2023 and has held it in 6 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.