LI
NVO

LRI Investments’s Novo Nordisk NVO Stock Holding History

LRI Investments’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 		$330K Buy
6,877
+3,393
+97% +$146K 0.03% 242
2026
Q1 		$128K Buy
3,484
+290
+9% +$13.7K 0.01% 369
2025
Q4 		$163K Sell
3,194
-2,196
-41% -$112K 0.01% 325
2025
Q3 		$299K Sell
5,390
-6,248
-54% -$366K 0.02% 241
2025
Q2 		$803K Sell
11,638
-1,910
-14% -$130K 0.07% 128
2025
Q1 		$941K Buy
13,548
+488
+4% +$40.3K 0.09% 111
2024
Q4 		$1.12M Buy
13,060
+176
+1% +$19K 0.11% 74
2024
Q3 		$1.36M Buy
12,884
+6,550
+103% +$874K 0.13% 62
2024
Q2 		$904K Buy
6,334
+6,250
+7,440% +$828K 0.1% 69
2024
Q1 		$10.8K Buy
+84
New +$10K ﹤0.01% 490

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

LRI Investments's NVO Position: Q2 2026 in Review

LRI Investments increased its Novo Nordisk (NVO) stake by 97% in Q2 2026, buying an estimated $146K and bringing the position to 6,877 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #242.

LRI Investments first reported a position in NVO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.36M in Q3 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • LRI Investments held 6,877 shares of Novo Nordisk worth $330K as of Q2 2026.
  • LRI Investments bought 3,393 Novo Nordisk shares in Q2 2026, an estimated $146K.
  • Novo Nordisk made up 0.03% of LRI Investments's portfolio in Q2 2026, its #242 holding.
  • LRI Investments first reported a position in Novo Nordisk in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Novo Nordisk position peaked at $1.36M in Q3 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.