NOI
NVO

Newton One Investments’s Novo Nordisk NVO Stock Holding History

Newton One 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 		$5.51K Hold
115
– – ﹤0.01% 128
2026
Q1 		$4.23K Hold
115
– – ﹤0.01% 109
2025
Q4 		$5.85K Hold
115
– – ﹤0.01% 108
2025
Q3 		$6.38K Hold
115
– – ﹤0.01% 105
2025
Q2 		$7.94K Hold
115
– – ﹤0.01% 106
2025
Q1 		$7.99K Hold
115
– – ﹤0.01% 101
2024
Q4 		$9.89K Buy
+115
New +$12.4K ﹤0.01% 99
2024
Q3 		– Sell
-115
Closed -$16.4K – 84
2024
Q2 		$16.4K Hold
115
– – 0.01% 82
2024
Q1 		$14.8K Buy
+115
New +$13.7K 0.01% 86

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

Newton One Investments's NVO Position: Q2 2026 in Review

Newton One Investments held its Novo Nordisk (NVO) position steady in Q2 2026 at 115 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

Newton One Investments first reported a position in NVO in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.4K in Q2 2024. 886 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Newton One Investments held 115 shares of Novo Nordisk worth $5.51K as of Q2 2026.
  • Newton One Investments left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up ﹤0.01% of Newton One Investments's portfolio in Q2 2026, its #128 holding.
  • Newton One Investments first reported a position in Novo Nordisk in Q1 2024 and has held it in 9 quarters since.
  • Newton One Investments's Novo Nordisk position peaked at $16.4K in Q2 2024.
  • 886 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.