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
2025
Q3 		– Sell
-10,000
Closed -$152 – 1789
2025
Q2 		$152 Buy
+10,000
New +$680K ﹤0.01% 1588

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 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. 520 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.
  • 520 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.