SRH Advisors
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SRH Advisors’s Novo Nordisk NVO Stock Holding History

SRH 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
Q3 		$15.2K Sell
400
-400
-50% -$18.4K ﹤0.01% 191
2026
Q2 		$38.4K Hold
800
– – 0.01% 155
2026
Q1 		$29.4K Hold
800
– – 0.01% 162
2025
Q4 		$40.7K Hold
800
– – 0.01% 137
2025
Q3 		$44.4K Buy
+800
New +$46.8K 0.01% 134

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Folketrygdfondet
Folketrygdfondet Oslo Norway, Norway $5.71B AUM 69.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

SRH Advisors's NVO Position: Q3 2026 in Review

SRH Advisors reduced its Novo Nordisk (NVO) stake by 50% in Q3 2026, selling an estimated $18.4K and leaving 400 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

SRH Advisors first reported a position in NVO in Q3 2025 and has held it in 5 quarters since. The position peaked at $44.4K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • SRH Advisors held 400 shares of Novo Nordisk worth $15.2K as of Q3 2026.
  • SRH Advisors sold 400 Novo Nordisk shares in Q3 2026, an estimated $18.4K.
  • Novo Nordisk made up ﹤0.01% of SRH Advisors's portfolio in Q3 2026, its #191 holding.
  • SRH Advisors first reported a position in Novo Nordisk in Q3 2025 and has held it in 5 quarters since.
  • SRH Advisors's Novo Nordisk position peaked at $44.4K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.