OFA
NVO

Oak Family Advisors’s Novo Nordisk NVO Stock Holding History

Oak Family 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 		$15.4M Buy
320,656
+71,911
+29% +$3.09M 3.93% 3
2026
Q1 		$9.14M Sell
248,745
-25,483
-9% -$1.21M 2.57% 8
2025
Q4 		$14M Buy
274,228
+121,143
+79% +$6.19M 3.83% 4
2025
Q3 		$8.49M Buy
153,085
+11,705
+8% +$685K 2.12% 10
2025
Q2 		$9.76M Buy
141,380
+55,027
+64% +$3.74M 3.08% 7
2025
Q1 		$6M Buy
+86,353
New +$7.13M 2.02% 14

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Oak Family Advisors's NVO Position: Q2 2026 in Review

Oak Family Advisors increased its Novo Nordisk (NVO) stake by 29% in Q2 2026, buying an estimated $3.09M and bringing the position to 320,656 shares worth $15.4M. The position accounts for 3.93% of the portfolio, ranked #3.

Oak Family Advisors first reported a position in NVO in Q1 2025 and has held it in 6 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Oak Family Advisors held 320,656 shares of Novo Nordisk worth $15.4M as of Q2 2026.
  • Oak Family Advisors bought 71,911 Novo Nordisk shares in Q2 2026, an estimated $3.09M.
  • Novo Nordisk made up 3.93% of Oak Family Advisors's portfolio in Q2 2026, its #3 holding.
  • Oak Family Advisors first reported a position in Novo Nordisk in Q1 2025 and has held it in 6 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.