Optimist Retirement Group’s Novo Nordisk NVO Stock Holding History

Optimist Retirement Group’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	$2.49M	Buy	52,040 +479	+0.9%	+$20.6K	0.96%	30
2026 Q1	$1.89M	Buy	+51,561	New	+$2.44M	0.84%	40
2024 Q4	–	Sell	-2,747	Closed	-$327K	–	126
2024 Q3	$327K	Buy	2,747 +112	+4%	+$14.9K	0.15%	61
2024 Q2	$376K	Buy	2,635 +300	+13%	+$39.8K	0.2%	53
2024 Q1	$300K	Buy	2,335 +83	+4%	+$9.88K	0.15%	62
2023 Q4	$233K	Buy	+2,252	New	+$223K	0.15%	63

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Optimist Retirement Group's NVO Position: Q2 2026 in Review

Optimist Retirement Group increased its Novo Nordisk (NVO) stake by 0.93% in Q2 2026, buying an estimated $20.6K and bringing the position to 52,040 shares worth $2.49M. The position accounts for 0.96% of the portfolio, ranked #30.

Optimist Retirement Group first reported a position in NVO in Q4 2023 and has held it in 6 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Optimist Retirement Group held 52,040 shares of Novo Nordisk worth $2.49M as of Q2 2026.
Optimist Retirement Group bought 479 Novo Nordisk shares in Q2 2026, an estimated $20.6K.
Novo Nordisk made up 0.96% of Optimist Retirement Group's portfolio in Q2 2026, its #30 holding.
Optimist Retirement Group first reported a position in Novo Nordisk in Q4 2023 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 Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.