SIS
NVO

Sound Income Strategies’s Novo Nordisk NVO Stock Holding History

Sound Income Strategies’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 		– Sell
-1,592
Closed -$58.1K – 1756
2026
Q1 		$58.1K Sell
1,592
-199
-11% -$9.43K ﹤0.01% 768
2025
Q4 		$112K Sell
1,791
-10
-0.6% -$511 0.01% 554
2025
Q3 		$106K Sell
1,801
-891
-33% -$52.2K 0.01% 395
2025
Q2 		$186K Buy
2,692
+1,778
+195% +$121K 0.01% 284
2025
Q1 		$63.5K Buy
914
+375
+70% +$31K ﹤0.01% 462
2024
Q4 		$46.4K Buy
539
+243
+82% +$26.3K ﹤0.01% 481
2024
Q3 		$35.3K Sell
296
-828
-74% -$110K ﹤0.01% 523
2024
Q2 		$160K Buy
1,124
+1,046
+1,341% +$139K 0.01% 253
2024
Q1 		$10K Buy
78
+26
+50% +$3.1K ﹤0.01% 754
2023
Q4 		$5.38K Buy
52
+14
+37% +$1.38K ﹤0.01% 881
2023
Q3 		$3.46K Sell
38
-2,364
-98% -$208K ﹤0.01% 817
2023
Q2 		$194K Buy
2,402
+2,384
+13,244% +$195K 0.02% 150
2023
Q1 		$1.43K Hold
18
– – ﹤0.01% 890
2022
Q4 		$1.22K Hold
18
– – ﹤0.01% 835
2022
Q3 		$1K Hold
18
– – ﹤0.01% 815
2022
Q2 		$1K Hold
18
– – ﹤0.01% 828
2022
Q1 		$1K Hold
18
– – ﹤0.01% 820
2021
Q4 		$1K Hold
18
– – ﹤0.01% 791
2021
Q3 		$1K Hold
18
– – ﹤0.01% 771
2021
Q2 		$1K Sell
18
-236
-93% -$9.15K ﹤0.01% 812
2021
Q1 		$8.56K Hold
254
– – ﹤0.01% 525
2020
Q4 		$9K Hold
254
– – ﹤0.01% 477
2020
Q3 		$9K Buy
+254
New +$8.47K ﹤0.01% 436
2019
Q3 		– Sell
-262
Closed -$7K – 728
2019
Q2 		$7K Hold
262
– – ﹤0.01% 392
2019
Q1 		$7K Hold
262
– – ﹤0.01% 398
2018
Q4 		$6K Hold
262
– – ﹤0.01% 420
2018
Q3 		$6K Hold
262
– – ﹤0.01% 433
2018
Q2 		$6K Buy
+262
New +$6.23K ﹤0.01% 401

Other funds holding NVO

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
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 Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Sound Income Strategies's NVO Position: Q2 2026 in Review

Sound Income Strategies sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 1,592 shares — an estimated $58.1K sold.

Sound Income Strategies first reported a position in NVO in Q2 2018 and held it in 28 quarters. The position peaked at $194K in Q2 2023. 1,041 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Sound Income Strategies reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,592 Novo Nordisk shares in Q2 2026, an estimated $58.1K.
  • Sound Income Strategies first reported a position in Novo Nordisk in Q2 2018 and held it in 28 quarters.
  • Sound Income Strategies's Novo Nordisk position peaked at $194K in Q2 2023.
  • 1,041 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.