Stone House Investment Management’s Novo Nordisk NVO Stock Holding History

Stone House Investment Management’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	$4.94K	Sell	103 -1,900	-95%	-$81.6K	﹤0.01%	557
2026 Q1	$73.6K	Buy	+2,003	New	+$94.9K	0.01%	144
2025 Q2	–	Sell	-432	Closed	-$30K	–	557
2025 Q1	$30K	Buy	+432	New	+$35.7K	0.01%	186
2024 Q4	–	Sell	-432	Closed	-$51.4K	–	258
2024 Q3	$51.4K	Hold	432	–	–	0.01%	119
2024 Q2	$61.7K	Hold	432	–	–	0.02%	108
2024 Q1	$55.5K	Buy	432 +37	+9%	+$4.4K	0.01%	120
2023 Q4	$40.9K	Buy	395 +40	+11%	+$3.96K	0.01%	91
2023 Q3	$32.3K	Buy	355 +1	+0.3%	+$88	0.01%	96
2023 Q2	$28.7K	Buy	354 +126	+55%	+$10.3K	0.01%	101
2023 Q1	$18.1K	Buy	+228	New	+$16.2K	0.01%	129

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Stone House Investment Management's NVO Position: Q2 2026 in Review

Stone House Investment Management reduced its Novo Nordisk (NVO) stake by 95% in Q2 2026, selling an estimated $81.6K and leaving 103 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Stone House Investment Management first reported a position in NVO in Q1 2023 and has held it in 10 quarters since. The position peaked at $73.6K in Q1 2026. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Stone House Investment Management held 103 shares of Novo Nordisk worth $4.94K as of Q2 2026.
Stone House Investment Management sold 1,900 Novo Nordisk shares in Q2 2026, an estimated $81.6K.
Novo Nordisk made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #557 holding.
Stone House Investment Management first reported a position in Novo Nordisk in Q1 2023 and has held it in 10 quarters since.
Stone House Investment Management's Novo Nordisk position peaked at $73.6K in Q1 2026.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.