SIA
NVO

Soltis Investment Advisors’s Novo Nordisk NVO Stock Holding History

Soltis 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 		$214K Buy
+4,455
New +$191K 0.01% 605
2024
Q4 		– Sell
-2,164
Closed -$258K – 384
2024
Q3 		$258K Buy
+2,164
New +$289K 0.03% 300
2024
Q2 		– Sell
-1,618
Closed -$208K – 343
2024
Q1 		$208K Buy
+1,618
New +$193K 0.02% 284

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

Soltis Investment Advisors's NVO Position: Q2 2026 in Review

Soltis Investment Advisors opened a new position in Novo Nordisk (NVO) in Q2 2026: 4,455 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: Soltis Investment Advisors previously reported a position in NVO as recently as Q3 2024.

Soltis Investment Advisors first reported a position in NVO in Q1 2024 and has held it in 3 quarters since. The position peaked at $258K in Q3 2024. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Soltis Investment Advisors held 4,455 shares of Novo Nordisk worth $214K as of Q2 2026.
  • Novo Nordisk was a new Soltis Investment Advisors position in Q2 2026.
  • Novo Nordisk made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #605 holding.
  • Soltis Investment Advisors first reported a position in Novo Nordisk in Q1 2024 and has held it in 3 quarters since.
  • Soltis Investment Advisors's Novo Nordisk position peaked at $258K in Q3 2024.
  • 1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.