SPIA
NVO

Steward Partners Investment Advisory’s Novo Nordisk NVO Stock Holding History

Steward Partners Investment Advisory’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 		$2.89M Sell
60,194
-17,332
-22% -$745K 0.01% 767
2026
Q1 		$2.85M Sell
77,526
-97,048
-56% -$4.6M 0.01% 717
2025
Q4 		$8.88M Buy
174,574
+71,662
+70% +$3.66M 0.05% 324
2025
Q3 		$5.71M Sell
102,912
-35,302
-26% -$2.07M 0.03% 439
2025
Q2 		$9.54M Buy
138,214
+63,980
+86% +$4.35M 0.07% 260
2025
Q1 		$5.15M Sell
74,234
-54,746
-42% -$4.52M 0.05% 390
2024
Q4 		$11.1M Sell
128,980
-52,490
-29% -$5.68M 0.1% 203
2024
Q3 		$21.6M Sell
181,470
-7,988
-4% -$1.07M 0.2% 106
2024
Q2 		$27M Buy
189,458
+7,652
+4% +$1.01M 0.28% 74
2024
Q1 		$23.3M Buy
181,806
+26,409
+17% +$3.14M 0.26% 80
2023
Q4 		$16.1M Buy
155,397
+18,842
+14% +$1.86M 0.22% 93
2023
Q3 		$12.4M Buy
136,555
+21,207
+18% +$1.87M 0.19% 115
2023
Q2 		$9.33M Sell
115,348
-736
-0.6% -$60.1K 0.14% 157
2023
Q1 		$9.24M Buy
116,084
+15,302
+15% +$1.09M 0.15% 158
2022
Q4 		$6.82M Buy
100,782
+43,370
+76% +$2.54M 0.12% 195
2022
Q3 		$2.86M Buy
57,412
+11,508
+25% +$616K 0.05% 342
2022
Q2 		$2.56M Buy
45,904
+18,956
+70% +$1.05M 0.05% 367
2022
Q1 		$1.5M Sell
26,948
-482
-2% -$24.7K 0.02% 570
2021
Q4 		$1.54M Sell
27,430
-9,562
-26% -$518K 0.02% 571
2021
Q3 		$1.78M Buy
36,992
+2,468
+7% +$119K 0.03% 485
2021
Q2 		$1.45M Sell
34,524
-1,826
-5% -$70.8K 0.02% 548
2021
Q1 		$1.23M Buy
36,350
+672
+2% +$23.9K 0.02% 577
2020
Q4 		$1.25M Sell
35,678
-890
-2% -$30.8K 0.03% 493
2020
Q3 		$1.27M Sell
36,568
-5,850
-14% -$195K 0.03% 413
2020
Q2 		$1.39M Buy
42,418
+8,560
+25% +$273K 0.04% 378
2020
Q1 		$1.02M Buy
33,858
+12
+0% +$357 0.04% 384
2019
Q4 		$979K Sell
33,846
-90
-0.3% -$2.49K 0.03% 462
2019
Q3 		$877K Buy
33,936
+488
+1% +$12.3K 0.03% 442
2019
Q2 		$853K Buy
33,448
+202
+0.6% +$4.99K 0.03% 421
2019
Q1 		$869K Buy
33,246
+964
+3% +$23.7K 0.04% 392
2018
Q4 		$743K Buy
32,282
+336
+1% +$7.47K 0.04% 398
2018
Q3 		$753K Sell
31,946
-212
-0.7% -$5.17K 0.04% 414
2018
Q2 		$742K Sell
32,158
-510
-2% -$12.1K 0.04% 362
2018
Q1 		$804K Buy
32,668
+162
+0.5% +$4.25K 0.06% 308
2017
Q4 		$872K Buy
32,506
+466
+1% +$11.9K 0.07% 253
2017
Q3 		$771K Sell
32,040
-988
-3% -$22.3K 0.08% 222
2017
Q2 		$708K Buy
33,028
+174
+0.5% +$3.51K 0.08% 225
2017
Q1 		$563K Buy
32,854
+30,434
+1,258% +$530K 0.09% 190
2016
Q4 		$43K Buy
+2,420
New +$43.9K 0.02% 340

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

Steward Partners Investment Advisory's NVO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Novo Nordisk (NVO) stake by 22% in Q2 2026, selling an estimated $745K and leaving 60,194 shares worth $2.89M. The position accounts for 0.01% of the portfolio, ranked #767.

Steward Partners Investment Advisory first reported a position in NVO in Q4 2016 and has held it in 39 quarters since. The position peaked at $27M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Steward Partners Investment Advisory held 60,194 shares of Novo Nordisk worth $2.89M as of Q2 2026.
  • Steward Partners Investment Advisory sold 17,332 Novo Nordisk shares in Q2 2026, an estimated $745K.
  • Novo Nordisk made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #767 holding.
  • Steward Partners Investment Advisory first reported a position in Novo Nordisk in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's Novo Nordisk position peaked at $27M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.