Private Advisory Group’s Novo Nordisk NVO Stock Holding History

Private Advisory 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	$16M	Sell	333,612 -116,543	-26%	-$5.01M	0.86%	32
2026 Q1	$16.5M	Buy	450,155 +217,141	+93%	+$10.3M	1.09%	20
2025 Q4	$11.9M	Buy	233,014 +47,198	+25%	+$2.41M	0.93%	35
2025 Q3	$10.3M	Buy	185,816 +180,442	+3,358%	+$10.6M	0.85%	38
2025 Q2	$371K	Sell	5,374 -590	-10%	-$40.1K	0.03%	165
2025 Q1	$414K	Sell	5,964 -9,205	-61%	-$760K	0.05%	150
2024 Q4	$1.3M	Sell	15,169 -81,255	-84%	-$8.79M	0.15%	98
2024 Q3	$11.5M	Buy	96,424 +67,282	+231%	+$8.97M	1.37%	17
2024 Q2	$4.16M	Buy	29,142 +23,945	+461%	+$3.17M	0.54%	50
2024 Q1	$667K	Buy	5,197 +774	+17%	+$92.1K	0.1%	122
2023 Q4	$458K	Buy	4,423 +197	+5%	+$19.5K	0.08%	140
2023 Q3	$384K	Hold	4,226	–	–	0.08%	160
2023 Q2	$342K	Hold	4,226	–	–	0.07%	175
2023 Q1	$336K	Buy	4,226 +430	+11%	+$30.5K	0.07%	168
2022 Q4	$257K	Buy	+3,796	New	+$223K	0.06%	174
2022 Q3	–	Sell	-3,796	Closed	-$211K	–	205
2022 Q2	$211K	Buy	+3,796	New	+$211K	0.05%	152

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

Private Advisory Group's NVO Position: Q2 2026 in Review

Private Advisory Group reduced its Novo Nordisk (NVO) stake by 26% in Q2 2026, selling an estimated $5.01M and leaving 333,612 shares worth $16M. The position accounts for 0.86% of the portfolio, ranked #32.

Private Advisory Group first reported a position in NVO in Q2 2022 and has held it in 16 quarters since. The position peaked at $16.5M in Q1 2026. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Private Advisory Group held 333,612 shares of Novo Nordisk worth $16M as of Q2 2026.
Private Advisory Group sold 116,543 Novo Nordisk shares in Q2 2026, an estimated $5.01M.
Novo Nordisk made up 0.86% of Private Advisory Group's portfolio in Q2 2026, its #32 holding.
Private Advisory Group first reported a position in Novo Nordisk in Q2 2022 and has held it in 16 quarters since.
Private Advisory Group's Novo Nordisk position peaked at $16.5M in Q1 2026.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.