NI
NVO

Natural Investments’s Novo Nordisk NVO Stock Holding History

Natural 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 		$327K Sell
6,831
-581
-8% -$25K 0.07% 217
2026
Q1 		$272K Sell
7,412
-12,020
-62% -$570K 0.07% 228
2025
Q4 		$988K Buy
19,432
+40
+0.2% +$2.04K 0.25% 91
2025
Q3 		$1.08M Sell
19,392
-62
-0.3% -$3.63K 0.27% 80
2025
Q2 		$1.34M Buy
19,454
+1,246
+7% +$84.8K 0.35% 71
2025
Q1 		$1.26M Buy
18,208
+2,562
+16% +$212K 0.36% 75
2024
Q4 		$1.34M Buy
+15,646
New +$1.69M 0.37% 71

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
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

Natural Investments's NVO Position: Q2 2026 in Review

Natural Investments reduced its Novo Nordisk (NVO) stake by 7.8% in Q2 2026, selling an estimated $25K and leaving 6,831 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #217.

Natural Investments first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q4 2024. 819 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Natural Investments held 6,831 shares of Novo Nordisk worth $327K as of Q2 2026.
  • Natural Investments sold 581 Novo Nordisk shares in Q2 2026, an estimated $25K.
  • Novo Nordisk made up 0.07% of Natural Investments's portfolio in Q2 2026, its #217 holding.
  • Natural Investments first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
  • Natural Investments's Novo Nordisk position peaked at $1.34M in Q4 2024.
  • 819 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.