Pin Oak Investment Advisors’s Novo Nordisk NVO Stock Holding History

Pin Oak 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	$3K	Hold	70	–	–	﹤0.01%	470
2026 Q1	$3K	Sell	70 -342	-83%	-$16.2K	﹤0.01%	457
2025 Q4	$20K	Sell	412 -13	-3%	-$665	0.01%	317
2025 Q3	$23.6K	Hold	425	–	–	0.02%	293
2025 Q2	$29K	Sell	425 -14	-3%	-$952	0.02%	240
2025 Q1	$29K	Hold	439	–	–	0.02%	233
2024 Q4	$52K	Hold	439	–	–	0.05%	181
2024 Q3	$52K	Hold	439	–	–	0.05%	182
2024 Q2	$63K	Sell	439 -37	-8%	-$4.9K	0.06%	156
2024 Q1	$61K	Sell	476 -75	-14%	-$8.93K	0.06%	159
2023 Q4	$57K	Buy	551 +25	+5%	+$2.47K	0.06%	161
2023 Q3	$48K	Buy	526 +456	+651%	+$40.2K	0.05%	162
2023 Q2	$6K	Buy	+70	New	+$5.72K	0.01%	362

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

Pin Oak Investment Advisors's NVO Position: Q2 2026 in Review

Pin Oak Investment Advisors held its Novo Nordisk (NVO) position steady in Q2 2026 at 70 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Pin Oak Investment Advisors first reported a position in NVO in Q2 2023 and has held it in 13 quarters since. The position peaked at $63K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Pin Oak Investment Advisors held 70 shares of Novo Nordisk worth $3K as of Q2 2026.
Pin Oak Investment Advisors left its Novo Nordisk share count unchanged in Q2 2026.
Novo Nordisk made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #470 holding.
Pin Oak Investment Advisors first reported a position in Novo Nordisk in Q2 2023 and has held it in 13 quarters since.
Pin Oak Investment Advisors's Novo Nordisk position peaked at $63K in Q2 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.