OIA
NVO

OneDigital Investment Advisors’s Novo Nordisk NVO Stock Holding History

OneDigital Investment 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 		$795K Sell
16,584
-5,274
-24% -$227K 0.01% 835
2026
Q1 		$803K Sell
21,858
-3,126
-13% -$148K 0.01% 763
2025
Q4 		$1.27M Sell
24,984
-4,189
-14% -$214K 0.01% 596
2025
Q3 		$1.62M Sell
29,173
-10,236
-26% -$599K 0.02% 504
2025
Q2 		$2.72M Sell
39,409
-748
-2% -$50.9K 0.03% 352
2025
Q1 		$2.79M Sell
40,157
-2,185
-5% -$180K 0.03% 323
2024
Q4 		$3.64M Buy
42,342
+6,511
+18% +$704K 0.04% 296
2024
Q3 		$4.27M Sell
35,831
-1,669
-4% -$223K 0.05% 270
2024
Q2 		$5.35M Buy
37,500
+20,232
+117% +$2.68M 0.07% 223
2024
Q1 		$2.22M Sell
17,268
-1,480
-8% -$176K 0.03% 310
2023
Q4 		$1.94M Buy
18,748
+5,114
+38% +$506K 0.03% 321
2023
Q3 		$1.24M Sell
13,634
-4
-0% -$352 0.03% 378
2023
Q2 		$1.1M Buy
13,638
+4,774
+54% +$390K 0.02% 394
2023
Q1 		$705K Buy
+8,864
New +$629K 0.02% 501
2019
Q2 		– Sell
-556
Closed -$15K – 1248
2019
Q1 		$15K Hold
556
– – ﹤0.01% 799
2018
Q4 		$13K Hold
556
– – ﹤0.01% 803
2018
Q3 		$13K Sell
556
-294
-35% -$7.17K ﹤0.01% 779
2018
Q2 		$20K Sell
850
-4,736
-85% -$113K ﹤0.01% 807
2018
Q1 		$138K Sell
5,586
-86,668
-94% -$2.28M 0.03% 286
2017
Q4 		$2.48M Buy
92,254
+1,146
+1% +$29.1K 0.28% 37
2017
Q3 		$2.19M Sell
91,108
-1,104
-1% -$24.9K 0.81% 22
2017
Q2 		$1.98M Buy
+92,212
New +$1.86M 0.59% 36

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

OneDigital Investment Advisors's NVO Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Novo Nordisk (NVO) stake by 24% in Q2 2026, selling an estimated $227K and leaving 16,584 shares worth $795K. The position accounts for 0.01% of the portfolio, ranked #835.

OneDigital Investment Advisors first reported a position in NVO in Q2 2017 and has held it in 22 quarters since. The position peaked at $5.35M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • OneDigital Investment Advisors held 16,584 shares of Novo Nordisk worth $795K as of Q2 2026.
  • OneDigital Investment Advisors sold 5,274 Novo Nordisk shares in Q2 2026, an estimated $227K.
  • Novo Nordisk made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #835 holding.
  • OneDigital Investment Advisors first reported a position in Novo Nordisk in Q2 2017 and has held it in 22 quarters since.
  • OneDigital Investment Advisors's Novo Nordisk position peaked at $5.35M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.