NAMM
NVO

NorthStar Asset Management (Massachusetts)’s Novo Nordisk NVO Stock Holding History

NorthStar Asset Management (Massachusetts)’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 		$2.48M Sell
51,796
-16,450
-24% -$707K 0.73% 34
2026
Q1 		$2.51M Sell
68,246
-121,912
-64% -$5.78M 0.77% 37
2025
Q4 		$9.68M Sell
190,158
-32,190
-14% -$1.65M 2.5% 17
2025
Q3 		$12.3M Buy
222,348
+52,791
+31% +$3.09M 3.21% 12
2025
Q2 		$11.7M Buy
169,557
+21,181
+14% +$1.44M 3.23% 12
2025
Q1 		$10.3M Buy
148,376
+5,619
+4% +$464K 3.05% 12
2024
Q4 		$12.3M Sell
142,757
-1,851
-1% -$200K 3.22% 12
2024
Q3 		$17.2M Sell
144,608
-4,104
-3% -$547K 4.23% 7
2024
Q2 		$21.2M Sell
148,712
-2,419
-2% -$321K 5.42% 3
2024
Q1 		$19.4M Sell
151,131
-2,213
-1% -$263K 3.41% 4
2023
Q4 		$15.9M Sell
153,344
-639
-0.4% -$63.2K 4.58% 7
2023
Q3 		$14M Sell
153,983
-41,507
-21% -$3.66M 4.48% 7
2023
Q2 		$15.8M Sell
195,490
-37,686
-16% -$3.08M 4.66% 7
2023
Q1 		$18.6M Sell
233,176
-13,738
-6% -$974K 5.71% 1
2022
Q4 		$16.7M Buy
246,914
+1,124
+0.5% +$65.9K 5.58% 1
2022
Q3 		$12.2M Buy
245,790
+41,806
+20% +$2.24M 4.24% 8
2022
Q2 		$11.4M Sell
203,984
-9,740
-5% -$540K 3.74% 9
2022
Q1 		$11.9M Sell
213,724
-38,340
-15% -$1.97M 3.25% 13
2021
Q4 		$14.1M Sell
252,064
-8,880
-3% -$481K 3.55% 10
2021
Q3 		$12.5M Buy
260,944
+946
+0.4% +$45.7K 3.31% 13
2021
Q2 		$10.9M Buy
259,998
+15,242
+6% +$591K 2.91% 14
2021
Q1 		$8.25M Buy
+244,756
New +$8.72M 2.6% 18

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Truist Financial
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
GA
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
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

NorthStar Asset Management (Massachusetts)'s NVO Position: Q2 2026 in Review

NorthStar Asset Management (Massachusetts) reduced its Novo Nordisk (NVO) stake by 24% in Q2 2026, selling an estimated $707K and leaving 51,796 shares worth $2.48M. The position accounts for 0.73% of the portfolio, ranked #34.

NorthStar Asset Management (Massachusetts) first reported a position in NVO in Q1 2021 and has held it in 22 quarters since. The position peaked at $21.2M in Q2 2024. 496 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • NorthStar Asset Management (Massachusetts) held 51,796 shares of Novo Nordisk worth $2.48M as of Q2 2026.
  • NorthStar Asset Management (Massachusetts) sold 16,450 Novo Nordisk shares in Q2 2026, an estimated $707K.
  • Novo Nordisk made up 0.73% of NorthStar Asset Management (Massachusetts)'s portfolio in Q2 2026, its #34 holding.
  • NorthStar Asset Management (Massachusetts) first reported a position in Novo Nordisk in Q1 2021 and has held it in 22 quarters since.
  • NorthStar Asset Management (Massachusetts)'s Novo Nordisk position peaked at $21.2M in Q2 2024.
  • 496 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q2 2026, filed 28 Jul 2026.