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 		$959K Buy
20,000
+7,000
+54% +$301K 0.25% 66
2026
Q1 		$478K Buy
13,000
+4,000
+44% +$190K 0.13% 79
2025
Q4 		$458K Buy
+9,000
New +$460K 0.13% 80
2025
Q2 		– Sell
-1,000
Closed -$69.4K – 112
2025
Q1 		$69.4K Buy
+1,000
New +$82.6K 0.02% 99

Other funds holding NVO

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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. 580 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.
  • 580 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.