SO
NVO

Sierra Ocean’s Novo Nordisk NVO Stock Holding History

Sierra Ocean’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 		$346K Buy
7,212
+387
+6% +$16.6K 0.24% 45
2026
Q1 		$251K Buy
6,825
+1,270
+23% +$60.2K 0.21% 49
2025
Q4 		$283K Sell
5,555
-1,668
-23% -$85.3K 0.23% 42
2025
Q3 		$401K Buy
7,223
+749
+12% +$43.8K 0.34% 35
2025
Q2 		$447K Sell
6,474
-31
-0.5% -$2.11K 0.32% 31
2025
Q1 		$452K Buy
6,505
+1,798
+38% +$149K 0.36% 29
2024
Q4 		$405K Buy
+4,707
New +$509K 0.33% 33

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

Sierra Ocean's NVO Position: Q2 2026 in Review

Sierra Ocean increased its Novo Nordisk (NVO) stake by 5.7% in Q2 2026, buying an estimated $16.6K and bringing the position to 7,212 shares worth $346K. The position accounts for 0.24% of the portfolio, ranked #45.

Sierra Ocean first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $452K in Q1 2025. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Sierra Ocean held 7,212 shares of Novo Nordisk worth $346K as of Q2 2026.
  • Sierra Ocean bought 387 Novo Nordisk shares in Q2 2026, an estimated $16.6K.
  • Novo Nordisk made up 0.24% of Sierra Ocean's portfolio in Q2 2026, its #45 holding.
  • Sierra Ocean first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
  • Sierra Ocean's Novo Nordisk position peaked at $452K in Q1 2025.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Sierra Ocean's 13F filing for Q2 2026, filed 7 Aug 2026.