RS
NVO

R Squared’s Novo Nordisk NVO Stock Holding History

R Squared’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 		$359K Sell
7,495
-3,261
-30% -$140K 0.19% 167
2026
Q1 		$395K Buy
10,756
+912
+9% +$43.2K 0.22% 132
2025
Q4 		$501K Buy
+9,844
New +$503K 0.23% 114

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

R Squared's NVO Position: Q2 2026 in Review

R Squared reduced its Novo Nordisk (NVO) stake by 30% in Q2 2026, selling an estimated $140K and leaving 7,495 shares worth $359K. The position accounts for 0.19% of the portfolio, ranked #167.

R Squared first reported a position in NVO in Q4 2025 and has held it in 3 quarters since. The position peaked at $501K in Q4 2025. 1,352 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • R Squared held 7,495 shares of Novo Nordisk worth $359K as of Q2 2026.
  • R Squared sold 3,261 Novo Nordisk shares in Q2 2026, an estimated $140K.
  • Novo Nordisk made up 0.19% of R Squared's portfolio in Q2 2026, its #167 holding.
  • R Squared first reported a position in Novo Nordisk in Q4 2025 and has held it in 3 quarters since.
  • R Squared's Novo Nordisk position peaked at $501K in Q4 2025.
  • 1,352 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.