OC
NVO

Oakworth Capital’s Novo Nordisk NVO Stock Holding History

Oakworth Capital’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 		$29.8K Hold
619
– – ﹤0.01% 549
2026
Q1 		$22.7K Hold
619
– – ﹤0.01% 562
2025
Q4 		$31.5K Buy
619
+182
+42% +$9.31K ﹤0.01% 506
2025
Q3 		$24.2K Buy
437
+1
+0.2% +$59 ﹤0.01% 538
2025
Q2 		$30.1K Sell
436
-339
-44% -$23.1K ﹤0.01% 403
2025
Q1 		$53.8K Hold
775
– – ﹤0.01% 351
2024
Q4 		$66.7K Sell
775
-17
-2% -$1.84K ﹤0.01% 338
2024
Q3 		$94.3K Sell
792
-70
-8% -$9.34K 0.01% 289
2024
Q2 		$123K Buy
862
+684
+384% +$90.6K 0.01% 244
2024
Q1 		$22.9K Hold
178
– – ﹤0.01% 408
2023
Q4 		$18.4K Buy
178
+70
+65% +$6.92K ﹤0.01% 423
2023
Q3 		$9.82K Hold
108
– – ﹤0.01% 448
2023
Q2 		$8.74K Hold
108
– – ﹤0.01% 483
2023
Q1 		$8.59K Hold
108
– – ﹤0.01% 451
2022
Q4 		$7.31K Buy
+108
New +$6.33K ﹤0.01% 452
2021
Q4 		– Sell
-300
Closed -$14K – 596
2021
Q3 		$14K Buy
+300
New +$14.5K ﹤0.01% 444
2019
Q4 		– Sell
-1,928
Closed -$50K – 572
2019
Q3 		$50K Sell
1,928
-38
-2% -$961 0.01% 287
2019
Q2 		$50K Sell
1,966
-532
-21% -$13.1K 0.01% 318
2019
Q1 		$65K Hold
2,498
– – 0.01% 273
2018
Q4 		$58K Hold
2,498
– – 0.01% 275
2018
Q3 		$59K Hold
2,498
– – 0.01% 280
2018
Q2 		$58K Hold
2,498
– – 0.01% 285
2018
Q1 		$59K Buy
2,498
+570
+30% +$15K 0.01% 262
2017
Q4 		$50K Hold
1,928
– – 0.01% 284
2017
Q3 		$46K Hold
1,928
– – 0.01% 303
2017
Q2 		$41K Hold
1,928
– – 0.01% 312
2017
Q1 		$33K Sell
1,928
-230
-11% -$4K 0.01% 324
2016
Q4 		$36K Hold
2,158
– – 0.01% 298
2016
Q3 		$45K Hold
2,158
– – 0.02% 266
2016
Q2 		$60K Buy
2,158
+518
+32% +$14.2K 0.02% 232
2016
Q1 		$44K Hold
1,640
– – 0.02% 221
2015
Q4 		$48K Hold
1,640
– – 0.02% 197
2015
Q3 		$44K Hold
1,640
– – 0.02% 162
2015
Q2 		$48K Hold
1,640
– – 0.02% 163
2015
Q1 		$46K Hold
1,640
– – 0.02% 194
2014
Q4 		$35K Hold
1,640
– – 0.02% 212
2014
Q3 		$38K Hold
1,640
– – 0.02% 160
2014
Q2 		$38K Hold
1,640
– – 0.02% 166
2014
Q1 		$37K Buy
1,640
+1,410
+613% +$30K 0.02% 164
2013
Q4 		$4K Buy
+230
New +$4.01K ﹤0.01% 332

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 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
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
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Oakworth Capital's NVO Position: Q2 2026 in Review

Oakworth Capital held its Novo Nordisk (NVO) position steady in Q2 2026 at 619 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Oakworth Capital first reported a position in NVO in Q4 2013 and has held it in 40 quarters since. The position peaked at $123K in Q2 2024. 387 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Oakworth Capital held 619 shares of Novo Nordisk worth $29.8K as of Q2 2026.
  • Oakworth Capital left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #549 holding.
  • Oakworth Capital first reported a position in Novo Nordisk in Q4 2013 and has held it in 40 quarters since.
  • Oakworth Capital's Novo Nordisk position peaked at $123K in Q2 2024.
  • 387 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.