SFA
NVO

Sequoia Financial Advisors’s Novo Nordisk NVO Stock Holding History

Sequoia Financial 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 		$2.21M Buy
46,177
+10,339
+29% +$444K 0.01% 597
2026
Q1 		$1.32M Sell
35,838
-3,570
-9% -$169K 0.01% 773
2025
Q4 		$2.01M Buy
39,408
+5,991
+18% +$306K 0.01% 571
2025
Q3 		$1.85M Sell
33,417
-4,017
-11% -$235K 0.01% 559
2025
Q2 		$2.58M Buy
37,434
+5,672
+18% +$386K 0.02% 408
2025
Q1 		$2.21M Buy
31,762
+92
+0.3% +$7.6K 0.02% 409
2024
Q4 		$2.72M Buy
31,670
+151
+0.5% +$16.3K 0.03% 350
2024
Q3 		$3.75M Sell
31,519
-310
-1% -$41.3K 0.04% 254
2024
Q2 		$4.54M Buy
31,829
+1,394
+5% +$185K 0.05% 204
2024
Q1 		$3.91M Sell
30,435
-10,898
-26% -$1.3M 0.05% 221
2023
Q4 		$4.28M Buy
41,333
+12,733
+45% +$1.26M 0.05% 227
2023
Q3 		$2.6M Buy
28,600
+620
+2% +$54.6K 0.05% 203
2023
Q2 		$2.26M Buy
27,980
+5,662
+25% +$463K 0.04% 225
2023
Q1 		$1.78M Buy
22,318
+1,678
+8% +$119K 0.04% 231
2022
Q4 		$1.4M Buy
20,640
+9,360
+83% +$549K 0.03% 241
2022
Q3 		$562K Sell
11,280
-2,040
-15% -$109K 0.02% 280
2022
Q2 		$742K Buy
13,320
+1,620
+14% +$89.9K 0.02% 263
2022
Q1 		$650K Buy
11,700
+1,890
+19% +$97K 0.02% 308
2021
Q4 		$549K Buy
+9,810
New +$531K 0.02% 309
2021
Q3 		– Sell
-5,754
Closed -$241K – 389
2021
Q2 		$241K Buy
+5,754
New +$223K 0.01% 417
2021
Q1 		– Sell
-5,818
Closed -$203K – 458
2020
Q4 		$203K Sell
5,818
-320
-5% -$11.1K 0.01% 397
2020
Q3 		$213K Buy
+6,138
New +$205K 0.01% 359
2016
Q1 		– Sell
-10,306
Closed -$299K – 211
2015
Q4 		$299K Buy
10,306
+356
+4% +$9.85K 0.12% 126
2015
Q3 		$270K Sell
9,950
-684
-6% -$19.4K 0.12% 129
2015
Q2 		$291K Sell
10,634
-224
-2% -$6.3K 0.12% 140
2015
Q1 		$290K Sell
10,858
-1,584
-13% -$36.5K 0.13% 135
2014
Q4 		$263K Buy
12,442
+1,784
+17% +$39.8K 0.18% 121
2014
Q3 		$254K Buy
10,658
+1,550
+17% +$35.7K 0.18% 129
2014
Q2 		$210K Buy
+9,108
New +$201K 0.16% 147

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

Sequoia Financial Advisors's NVO Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Novo Nordisk (NVO) stake by 29% in Q2 2026, buying an estimated $444K and bringing the position to 46,177 shares worth $2.21M. The position accounts for 0.01% of the portfolio, ranked #597.

Sequoia Financial Advisors first reported a position in NVO in Q2 2014 and has held it in 29 quarters since. The position peaked at $4.54M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Sequoia Financial Advisors held 46,177 shares of Novo Nordisk worth $2.21M as of Q2 2026.
  • Sequoia Financial Advisors bought 10,339 Novo Nordisk shares in Q2 2026, an estimated $444K.
  • Novo Nordisk made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #597 holding.
  • Sequoia Financial Advisors first reported a position in Novo Nordisk in Q2 2014 and has held it in 29 quarters since.
  • Sequoia Financial Advisors's Novo Nordisk position peaked at $4.54M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.