Marotta Asset Management’s Novo Nordisk NVO Stock Holding History

Marotta Asset Management’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	$660K	Sell	13,532 -746	-5%	-$32.1K	0.11%	60
2026 Q1	$521K	Sell	14,278 -19	-0.1%	-$900	0.1%	65
2025 Q4	$727K	Sell	14,297 -234	-2%	-$12K	0.13%	59
2025 Q3	$860K	Sell	14,531 -110	-0.8%	-$6.44K	0.16%	58
2025 Q2	$1.01M	Sell	14,641 -2,012	-12%	-$137K	0.2%	53
2025 Q1	$1.98M	Buy	16,653 +565	+4%	+$46.7K	0.39%	46
2024 Q4	$1.41M	Sell	16,088 -565	-3%	-$61.1K	0.29%	50
2024 Q3	$1.98M	Sell	16,653 -272	-2%	-$36.3K	0.39%	46
2024 Q2	$2.46M	Sell	16,925 -301	-2%	-$39.9K	0.51%	39
2024 Q1	$2.21M	Sell	17,226 -118	-0.7%	-$14K	0.46%	41
2023 Q4	$1.79M	Sell	17,344 -156	-0.9%	-$15.4K	0.39%	41
2023 Q3	$1.59M	Sell	17,500 -278	-2%	-$24.5K	0.37%	42
2023 Q2	$1.44M	Buy	+17,778	New	+$1.45M	0.32%	43
2022 Q4	$1.21M	Sell	17,884 -796	-4%	-$46.7K	0.29%	45
2022 Q3	$931K	Sell	18,680 -692	-4%	-$37.1K	0.24%	47
2022 Q2	$1.08M	Sell	19,372 -2	-0%	-$111	0.27%	44
2022 Q1	$1.08M	Sell	19,374 -2,412	-11%	-$124K	0.25%	47
2021 Q4	$1.22M	Buy	21,786 +1,600	+8%	+$86.7K	0.28%	43
2021 Q3	$969K	Sell	20,186 -38	-0.2%	-$1.84K	0.23%	43
2021 Q2	$854K	Buy	20,224 +2,386	+13%	+$92.5K	0.2%	45
2021 Q1	$603K	Buy	+17,838	New	+$635K	0.15%	50

Other funds holding NVO

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

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

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

Marotta Asset Management's NVO Position: Q2 2026 in Review

Marotta Asset Management reduced its Novo Nordisk (NVO) stake by 5.2% in Q2 2026, selling an estimated $32.1K and leaving 13,532 shares worth $660K. The position accounts for 0.11% of the portfolio, ranked #60.

Marotta Asset Management first reported a position in NVO in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.46M in Q2 2024. 623 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Marotta Asset Management held 13,532 shares of Novo Nordisk worth $660K as of Q2 2026.
Marotta Asset Management sold 746 Novo Nordisk shares in Q2 2026, an estimated $32.1K.
Novo Nordisk made up 0.11% of Marotta Asset Management's portfolio in Q2 2026, its #60 holding.
Marotta Asset Management first reported a position in Novo Nordisk in Q1 2021 and has held it in 21 quarters since.
Marotta Asset Management's Novo Nordisk position peaked at $2.46M in Q2 2024.
623 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.