Oak Associates’s Novo Nordisk NVO Stock Holding History

Oak Associates’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 Q1	$795K	Hold	21,642	–	–	0.05%	99
2025 Q4	$1.1M	Buy	21,642 +5,248	+32%	+$268K	0.07%	93
2025 Q3	$910K	Buy	+16,394	New	+$960K	0.06%	98
2025 Q1	–	Sell	-9,283	Closed	-$799K	–	132
2024 Q4	$799K	Hold	9,283	–	–	0.06%	108
2024 Q3	$1.11M	Buy	+9,283	New	+$1.24M	0.07%	97
2021 Q1	–	Sell	-57,930	Closed	-$2.02M	–	139
2020 Q4	$2.02M	Sell	57,930 -6,990	-11%	-$242K	0.12%	79
2020 Q3	$2.25M	Hold	64,920	–	–	0.15%	65
2020 Q2	$2.13M	Sell	64,920 -37,560	-37%	-$1.2M	0.14%	71
2020 Q1	$3.08M	Hold	102,480	–	–	0.25%	59
2019 Q4	$2.97M	Hold	102,480	–	–	0.17%	71
2019 Q3	$2.65M	Hold	102,480	–	–	0.16%	76
2019 Q2	$2.62M	Buy	102,480 +31,310	+44%	+$774K	0.16%	76
2019 Q1	$1.86M	Buy	71,170 +27,610	+63%	+$679K	0.11%	89
2018 Q4	$1M	Buy	43,560 +3,000	+7%	+$66.7K	0.07%	99
2018 Q3	$956K	Hold	40,560	–	–	0.06%	109
2018 Q2	$935K	Sell	40,560 -440	-1%	-$10.5K	0.06%	110
2018 Q1	$1.01M	Hold	41,000	–	–	0.07%	110
2017 Q4	$1.1M	Buy	+41,000	New	+$1.04M	0.08%	107

Other funds holding NVO

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Oak Associates's NVO Position: Q1 2026 in Review

Oak Associates held its Novo Nordisk (NVO) position steady in Q1 2026 at 21,642 shares worth $795K. The position accounts for 0.05% of the portfolio, ranked #99.

Oak Associates first reported a position in NVO in Q4 2017 and has held it in 18 quarters since. The position peaked at $3.08M in Q1 2020. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Oak Associates held 21,642 shares of Novo Nordisk worth $795K as of Q1 2026.
Oak Associates left its Novo Nordisk share count unchanged in Q1 2026.
Novo Nordisk made up 0.05% of Oak Associates's portfolio in Q1 2026, its #99 holding.
Oak Associates first reported a position in Novo Nordisk in Q4 2017 and has held it in 18 quarters since.
Oak Associates's Novo Nordisk position peaked at $3.08M in Q1 2020.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.