Signature Estate & Investment Advisors’s Novo Nordisk NVO Stock Holding History

Signature Estate & 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	$425K	Sell	8,810 -1,148	-12%	-$49.3K	0.01%	465
2026 Q1	$366K	Buy	9,958 +2,593	+35%	+$123K	0.01%	489
2025 Q4	$375K	Sell	7,365 -448	-6%	-$22.9K	0.01%	454
2025 Q3	$434K	Sell	7,813 -189	-2%	-$11.1K	0.01%	413
2025 Q2	$552K	Sell	8,002 -219	-3%	-$14.9K	0.01%	347
2025 Q1	$571K	Buy	8,221 +1,925	+31%	+$159K	0.02%	314
2024 Q4	$542K	Buy	6,296 +111	+2%	+$12K	0.01%	311
2024 Q3	$736K	Buy	6,185 +48	+0.8%	+$6.4K	0.02%	245
2024 Q2	$876K	Buy	+6,137	New	+$813K	0.02%	216

Other funds holding NVO

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Signature Estate & Investment Advisors's NVO Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Novo Nordisk (NVO) stake by 12% in Q2 2026, selling an estimated $49.3K and leaving 8,810 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #465.

Signature Estate & Investment Advisors first reported a position in NVO in Q2 2024 and has held it in 9 quarters since. The position peaked at $876K in Q2 2024. 819 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Signature Estate & Investment Advisors held 8,810 shares of Novo Nordisk worth $425K as of Q2 2026.
Signature Estate & Investment Advisors sold 1,148 Novo Nordisk shares in Q2 2026, an estimated $49.3K.
Novo Nordisk made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #465 holding.
Signature Estate & Investment Advisors first reported a position in Novo Nordisk in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Novo Nordisk position peaked at $876K in Q2 2024.
819 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.