RYIA
NVO

Roehl & Yi Investment Advisors’s Novo Nordisk NVO Stock Holding History

Roehl & Yi 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 		$1.06M Sell
22,077
-1,883
-8% -$80.9K 0.35% 60
2026
Q1 		$881K Buy
23,960
+8,627
+56% +$409K 0.33% 63
2025
Q4 		$780K Sell
15,333
-2,028
-12% -$104K 0.31% 70
2025
Q3 		$963K Buy
17,361
+4,292
+33% +$251K 0.42% 49
2025
Q2 		$902K Buy
13,069
+395
+3% +$26.9K 0.46% 47
2025
Q1 		$880K Buy
+12,674
New +$1.05M 0.48% 46

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

Roehl & Yi Investment Advisors's NVO Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Novo Nordisk (NVO) stake by 7.9% in Q2 2026, selling an estimated $80.9K and leaving 22,077 shares worth $1.06M. The position accounts for 0.35% of the portfolio, ranked #60.

Roehl & Yi Investment Advisors first reported a position in NVO in Q1 2025 and has held it in 6 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Roehl & Yi Investment Advisors held 22,077 shares of Novo Nordisk worth $1.06M as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 1,883 Novo Nordisk shares in Q2 2026, an estimated $80.9K.
  • Novo Nordisk made up 0.35% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #60 holding.
  • Roehl & Yi Investment Advisors first reported a position in Novo Nordisk in Q1 2025 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 Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.