O'Shaughnessy Asset Management’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.8M Buy
245,899
+49,825
+25% +$2.14M 0.05% 336
2026
Q1
$7.21M Buy
196,074
+2,017
+1% +$95.6K 0.04% 442
2025
Q4
$9.87M Sell
194,057
-26,640
-12% -$1.36M 0.05% 359
2025
Q3
$12.2M Sell
220,697
-60,896
-22% -$3.56M 0.07% 295
2025
Q2
$19.4M Buy
281,593
+7,400
+3% +$503K 0.13% 182
2025
Q1
$19M Sell
274,193
-15,368
-5% -$1.27M 0.15% 153
2024
Q4
$24.9M Sell
289,561
-3,388
-1% -$366K 0.21% 97
2024
Q3
$35.1M Buy
292,949
+40,484
+16% +$5.4M 0.31% 67
2024
Q2
$36M Buy
252,465
+14,314
+6% +$1.9M 0.37% 51
2024
Q1
$30.6M Buy
238,151
+26,830
+13% +$3.19M 0.34% 60
2023
Q4
$21.9M Buy
211,321
+8,553
+4% +$846K 0.29% 84
2023
Q3
$18.4M Sell
202,768
-5,378
-3% -$474K 0.27% 94
2023
Q2
$16.8M Buy
208,146
+11,630
+6% +$950K 0.25% 106
2023
Q1
$15.6M Buy
196,516
+14,118
+8% +$1M 0.25% 113
2022
Q4
$12.3M Buy
182,398
+24,816
+16% +$1.45M 0.2% 136
2022
Q3
$7.85M Sell
157,582
-1,752
-1% -$93.9K 0.15% 168
2022
Q2
$8.88M Buy
159,334
+26,190
+20% +$1.45M 0.16% 153
2022
Q1
$7.39M Buy
133,144
+35,318
+36% +$1.81M 0.12% 192
2021
Q4
$5.48M Buy
97,826
+20,282
+26% +$1.1M 0.1% 215
2021
Q3
$3.72M Buy
77,544
+28,796
+59% +$1.39M 0.08% 223
2021
Q2
$2.04M Sell
48,748
-3,916
-7% -$152K 0.04% 310
2021
Q1
$1.77M Buy
52,664
+16,076
+44% +$573K 0.04% 281
2020
Q4
$1.28M Buy
36,588
+4,450
+14% +$154K 0.03% 293
2020
Q3
$1.12M Buy
32,138
+6,026
+23% +$201K 0.03% 277
2020
Q2
$855K Buy
26,112
+19,776
+312% +$631K 0.03% 301
2020
Q1
$191K Sell
6,336
-1,582
-20% -$47.1K 0.01% 479
2019
Q4
$229K Buy
7,918
+7,908
+79,080% +$219K 0.01% 586
2019
Q3
$0 Buy
10
+6
+150% +$152 ﹤0.01% 1171
2019
Q2
$0 Buy
+4
New +$99 ﹤0.01% 1148
2019
Q1
Sell
-13,470
Closed -$310K 980
2018
Q4
$310K Sell
13,470
-14,814
-52% -$329K 0.01% 421
2018
Q3
$667K Sell
28,284
-14,724
-34% -$359K 0.01% 328
2018
Q2
$992K Sell
43,008
-122
-0.3% -$2.9K 0.02% 252
2018
Q1
$1.06M Buy
43,130
+8,950
+26% +$235K 0.02% 244
2017
Q4
$917K Buy
34,180
+8,002
+31% +$204K 0.02% 286
2017
Q3
$630K Buy
26,178
+16,766
+178% +$379K 0.01% 324
2017
Q2
$202K Buy
+9,412
New +$190K ﹤0.01% 514
2016
Q2
Sell
-118
Closed -$3K 982
2016
Q1
$3K Sell
118
-140
-54% -$3.75K ﹤0.01% 859
2015
Q4
$7K Sell
258
-92
-26% -$2.55K ﹤0.01% 768
2015
Q3
$9K Sell
350
-168
-32% -$4.76K ﹤0.01% 716
2015
Q2
$14K Buy
+518
New +$14.6K ﹤0.01% 708
2013
Q3
Sell
-860
Closed -$13K 978
2013
Q2
$13K Buy
+860
New +$14.3K ﹤0.01% 697

Other funds holding NVO

O'Shaughnessy Asset Management's NVO Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Novo Nordisk (NVO) stake by 25% in Q2 2026, buying an estimated $2.14M and bringing the position to 245,899 shares worth $11.8M. The position accounts for 0.05% of the portfolio, ranked #336.

O'Shaughnessy Asset Management first reported a position in NVO in Q2 2013 and has held it in 41 quarters since. The position peaked at $36M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • O'Shaughnessy Asset Management held 245,899 shares of Novo Nordisk worth $11.8M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 49,825 Novo Nordisk shares in Q2 2026, an estimated $2.14M.
  • Novo Nordisk made up 0.05% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #336 holding.
  • O'Shaughnessy Asset Management first reported a position in Novo Nordisk in Q2 2013 and has held it in 41 quarters since.
  • O'Shaughnessy Asset Management's Novo Nordisk position peaked at $36M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.