Naples Global Advisors’s Novo Nordisk NVO Stock Holding History

Naples Global 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	$1.48M	Buy	30,920 +6,675	+28%	+$287K	0.09%	197
2026 Q1	$919K	Sell	24,245 -8,427	-26%	-$399K	0.07%	244
2025 Q4	$1.66M	Buy	32,672 +7,345	+29%	+$376K	0.12%	180
2025 Q3	$1.41M	Buy	25,327 +8,586	+51%	+$503K	0.11%	194
2025 Q2	$1.16M	Buy	16,741 +4,977	+42%	+$339K	0.1%	211
2025 Q1	$829K	Buy	+11,764	New	+$972K	0.08%	239

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

Naples Global Advisors's NVO Position: Q2 2026 in Review

Naples Global Advisors increased its Novo Nordisk (NVO) stake by 28% in Q2 2026, buying an estimated $287K and bringing the position to 30,920 shares worth $1.48M. The position accounts for 0.09% of the portfolio, ranked #197.

Naples Global Advisors first reported a position in NVO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.66M in Q4 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Naples Global Advisors held 30,920 shares of Novo Nordisk worth $1.48M as of Q2 2026.
Naples Global Advisors bought 6,675 Novo Nordisk shares in Q2 2026, an estimated $287K.
Novo Nordisk made up 0.09% of Naples Global Advisors's portfolio in Q2 2026, its #197 holding.
Naples Global Advisors first reported a position in Novo Nordisk in Q1 2025 and has held it in 6 quarters since.
Naples Global Advisors's Novo Nordisk position peaked at $1.66M in Q4 2025.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.