LA
NVO

LVW Advisors’s Novo Nordisk NVO Stock Holding History

LVW 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 		$402K Sell
8,382
-2,548
-23% -$109K 0.03% 285
2026
Q1 		$402K Buy
10,930
+1,447
+15% +$68.6K 0.04% 257
2025
Q4 		$482K Sell
9,483
-4,125
-30% -$211K 0.05% 196
2025
Q3 		$755K Sell
13,608
-268
-2% -$15.7K 0.08% 132
2025
Q2 		$958K Sell
13,876
-1,422
-9% -$96.7K 0.1% 115
2025
Q1 		$1.06M Buy
15,298
+1,145
+8% +$94.6K 0.13% 99
2024
Q4 		$1.22M Sell
14,153
-1,091
-7% -$118K 0.15% 96
2024
Q3 		$1.82M Sell
15,244
-1,397
-8% -$186K 0.23% 66
2024
Q2 		$2.38M Buy
16,641
+223
+1% +$29.6K 0.35% 44
2024
Q1 		$2.11M Sell
16,418
-624
-4% -$74.3K 0.36% 46
2023
Q4 		$1.76M Sell
17,042
-710
-4% -$70.2K 0.33% 52
2023
Q3 		$1.61M Sell
17,752
-5,138
-22% -$453K 0.33% 64
2023
Q2 		$1.85M Sell
22,890
-694
-3% -$56.7K 0.36% 64
2023
Q1 		$1.88M Buy
23,584
+252
+1% +$17.9K 0.37% 64
2022
Q4 		$1.58M Sell
23,332
-3,850
-14% -$226K 0.32% 72
2022
Q3 		$1.35M Sell
27,182
-1,234
-4% -$66.1K 0.3% 68
2022
Q2 		$1.58M Buy
28,416
+4,008
+16% +$222K 0.32% 66
2022
Q1 		$1.35M Sell
24,408
-9,112
-27% -$468K 0.23% 74
2021
Q4 		$1.88M Sell
33,520
-1,174
-3% -$63.6K 0.32% 66
2021
Q3 		$1.67M Sell
34,694
-504
-1% -$24.4K 0.29% 67
2021
Q2 		$1.47M Sell
35,198
-86
-0.2% -$3.33K 0.26% 68
2021
Q1 		$1.19M Buy
35,284
+4,688
+15% +$167K 0.23% 70
2020
Q4 		$1.07M Sell
30,596
-322
-1% -$11.1K 0.21% 69
2020
Q3 		$1.07M Sell
30,918
-3,640
-11% -$121K 0.24% 68
2020
Q2 		$1.13M Buy
34,558
+1,516
+5% +$48.4K 0.27% 60
2020
Q1 		$995K Buy
33,042
+10,838
+49% +$323K 0.26% 65
2019
Q4 		$643K Buy
22,204
+8,478
+62% +$235K 0.15% 89
2019
Q3 		$355K Buy
+13,726
New +$347K 0.09% 114

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return

LVW Advisors's NVO Position: Q2 2026 in Review

LVW Advisors reduced its Novo Nordisk (NVO) stake by 23% in Q2 2026, selling an estimated $109K and leaving 8,382 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #285.

LVW Advisors first reported a position in NVO in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.38M in Q2 2024. 570 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • LVW Advisors held 8,382 shares of Novo Nordisk worth $402K as of Q2 2026.
  • LVW Advisors sold 2,548 Novo Nordisk shares in Q2 2026, an estimated $109K.
  • Novo Nordisk made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #285 holding.
  • LVW Advisors first reported a position in Novo Nordisk in Q3 2019 and has held it in 28 quarters since.
  • LVW Advisors's Novo Nordisk position peaked at $2.38M in Q2 2024.
  • 570 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.