Nisa Investment Advisors
NVO

Nisa Investment Advisors’s Novo Nordisk NVO Stock Holding History

Nisa Investment 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 		$48.9K Sell
1,020
-1,216
-54% -$52.2K ﹤0.01% 1864
2026
Q1 		$84.9K Buy
2,236
+734
+49% +$34.8K ﹤0.01% 1487
2025
Q4 		$76.4K Sell
1,502
-198
-12% -$10.1K ﹤0.01% 1514
2025
Q3 		$94.3K Buy
1,700
+500
+42% +$29.3K ﹤0.01% 1459
2025
Q2 		$82.8K Buy
1,200
+300
+33% +$20.4K ﹤0.01% 1456
2025
Q1 		$63.5K Sell
900
-600
-40% -$49.6K ﹤0.01% 1523
2024
Q4 		$129K Buy
1,500
+400
+36% +$43.3K ﹤0.01% 1402
2024
Q3 		$131K Sell
1,100
-300
-21% -$40K ﹤0.01% 1372
2024
Q2 		$200K Buy
+1,400
New +$186K ﹤0.01% 1307

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

Nisa Investment Advisors's NVO Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Novo Nordisk (NVO) stake by 54% in Q2 2026, selling an estimated $52.2K and leaving 1,020 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Nisa Investment Advisors first reported a position in NVO in Q2 2024 and has held it in 9 quarters since. The position peaked at $200K in Q2 2024. 884 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Nisa Investment Advisors held 1,020 shares of Novo Nordisk worth $48.9K as of Q2 2026.
  • Nisa Investment Advisors sold 1,216 Novo Nordisk shares in Q2 2026, an estimated $52.2K.
  • Novo Nordisk made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1864 holding.
  • Nisa Investment Advisors first reported a position in Novo Nordisk in Q2 2024 and has held it in 9 quarters since.
  • Nisa Investment Advisors's Novo Nordisk position peaked at $200K in Q2 2024.
  • 884 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.