OL
NVO

Optas LLC’s Novo Nordisk NVO Stock Holding History

Optas LLC’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 		– Sell
-7,674
Closed -$282K – 536
2026
Q1 		$282K Buy
7,674
+1,811
+31% +$85.8K 0.04% 330
2025
Q4 		$298K Buy
5,863
+642
+12% +$32.8K 0.05% 305
2025
Q3 		$290K Buy
5,221
+28
+0.5% +$1.64K 0.05% 270
2025
Q2 		$358K Sell
5,193
-126
-2% -$8.57K 0.07% 188
2025
Q1 		$369K Sell
5,319
-940
-15% -$77.6K 0.06% 158
2024
Q4 		$538K Buy
6,259
+614
+11% +$66.4K 0.12% 105
2024
Q3 		$672K Sell
5,645
-118
-2% -$15.7K 0.15% 84
2024
Q2 		$823K Buy
5,763
+43
+0.8% +$5.7K 0.21% 61
2024
Q1 		$734K Buy
5,720
+16
+0.3% +$1.91K 0.2% 70
2023
Q4 		$590K Buy
5,704
+286
+5% +$28.3K 0.18% 76
2023
Q3 		$493K Buy
5,418
+152
+3% +$13.4K 0.16% 88
2023
Q2 		$426K Buy
5,266
+156
+3% +$12.7K 0.14% 96
2023
Q1 		$407K Buy
5,110
+240
+5% +$17K 0.15% 98
2022
Q4 		$330K Buy
4,870
+22
+0.5% +$1.29K 0.14% 99
2022
Q3 		$242K Buy
4,848
+140
+3% +$7.5K 0.11% 117
2022
Q2 		$263K Buy
4,708
+454
+11% +$25.2K 0.11% 112
2022
Q1 		$236K Buy
+4,254
New +$218K 0.08% 131

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

Optas LLC's NVO Position: Q2 2026 in Review

Optas LLC sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 7,674 shares — an estimated $282K sold.

Optas LLC first reported a position in NVO in Q1 2022 and held it in 17 quarters. The position peaked at $823K in Q2 2024. 344 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Optas LLC reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Optas LLC sold 7,674 Novo Nordisk shares in Q2 2026, an estimated $282K.
  • Optas LLC first reported a position in Novo Nordisk in Q1 2022 and held it in 17 quarters.
  • Optas LLC's Novo Nordisk position peaked at $823K in Q2 2024.
  • 344 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.