RIL
NVO

Rothschild Investment LLC’s Novo Nordisk NVO Stock Holding History

Rothschild Investment LLC’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 		$542K Buy
11,297
+794
+8% +$34.1K 0.02% 579
2026
Q1 		$386K Sell
10,503
-1,432
-12% -$67.9K 0.02% 476
2025
Q4 		$607K Sell
11,935
-2,792
-19% -$143K 0.03% 323
2025
Q3 		$817K Sell
14,727
-750
-5% -$43.9K 0.05% 264
2025
Q2 		$1.07M Sell
15,477
-105,363
-87% -$7.17M 0.07% 213
2025
Q1 		$8.39M Sell
120,840
-1,272
-1% -$105K 0.56% 47
2024
Q4 		$10.5M Buy
122,112
+31,144
+34% +$3.37M 0.69% 36
2024
Q3 		$10.8M Buy
90,968
+7,124
+8% +$950K 0.71% 34
2024
Q2 		$12M Buy
83,844
+10,253
+14% +$1.36M 0.83% 28
2024
Q1 		$9.45M Buy
73,591
+288
+0.4% +$34.3K 0.68% 37
2023
Q4 		$7.58M Buy
73,303
+58,412
+392% +$5.78M 0.64% 43
2023
Q3 		$1.35M Buy
14,891
+191
+1% +$16.8K 0.11% 166
2023
Q2 		$1.19M Sell
14,700
-16,110
-52% -$1.32M 0.1% 192
2023
Q1 		$2.45M Sell
30,810
-2,400
-7% -$170K 0.21% 112
2022
Q4 		$2.25M Sell
33,210
-6,290
-16% -$369K 0.21% 118
2022
Q3 		$1.97M Sell
39,500
-1,060
-3% -$56.8K 0.19% 125
2022
Q2 		$2.26M Buy
40,560
+4,190
+12% +$233K 0.21% 115
2022
Q1 		$2.02M Buy
36,370
+6,600
+22% +$339K 0.16% 136
2021
Q4 		$1.67M Buy
29,770
+3,216
+12% +$174K 0.13% 155
2021
Q3 		$1.27M Buy
26,554
+720
+3% +$34.8K 0.11% 182
2021
Q2 		$1.08M Buy
25,834
+5,044
+24% +$196K 0.09% 218
2021
Q1 		$701K Buy
+20,790
New +$740K 0.06% 257
2017
Q1 		– Sell
-11,700
Closed -$210K – 496
2016
Q4 		$210K Buy
+11,700
New +$212K 0.03% 401
2016
Q1 		– Sell
-7,586
Closed -$220K – 495
2015
Q4 		$220K Sell
7,586
-4,704
-38% -$130K 0.03% 412
2015
Q3 		$333K Hold
12,290
– – 0.04% 340
2015
Q2 		$337K Hold
12,290
– – 0.04% 366
2015
Q1 		$328K Sell
12,290
-92
-0.7% -$2.12K 0.04% 368
2014
Q4 		$262K Hold
12,382
– – 0.03% 403
2014
Q3 		$295K Buy
+12,382
New +$285K 0.04% 385

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Rothschild Investment LLC's NVO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Novo Nordisk (NVO) stake by 7.6% in Q2 2026, buying an estimated $34.1K and bringing the position to 11,297 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #579.

Rothschild Investment LLC first reported a position in NVO in Q3 2014 and has held it in 29 quarters since. The position peaked at $12M in Q2 2024. 736 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Rothschild Investment LLC held 11,297 shares of Novo Nordisk worth $542K as of Q2 2026.
  • Rothschild Investment LLC bought 794 Novo Nordisk shares in Q2 2026, an estimated $34.1K.
  • Novo Nordisk made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #579 holding.
  • Rothschild Investment LLC first reported a position in Novo Nordisk in Q3 2014 and has held it in 29 quarters since.
  • Rothschild Investment LLC's Novo Nordisk position peaked at $12M in Q2 2024.
  • 736 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.