SIM
NVO

Synergy Investment Management’s Novo Nordisk NVO Stock Holding History

Synergy 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 		$18.9K Buy
371
+331
+828% +$14.2K ﹤0.01% 530
2026
Q1 		$1.47K Buy
+40
New +$1.9K ﹤0.01% 731
2025
Q2 		– Sell
-1,176
Closed -$81.7K – 408
2025
Q1 		$81.7K Buy
1,176
+56
+5% +$4.63K 0.03% 179
2024
Q4 		$96.3K Buy
+1,120
New +$121K 0.04% 176

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

Synergy Investment Management's NVO Position: Q2 2026 in Review

Synergy Investment Management increased its Novo Nordisk (NVO) stake by 828% in Q2 2026, buying an estimated $14.2K and bringing the position to 371 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Synergy Investment Management first reported a position in NVO in Q4 2024 and has held it in 4 quarters since. The position peaked at $96.3K in Q4 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Synergy Investment Management held 371 shares of Novo Nordisk worth $18.9K as of Q2 2026.
  • Synergy Investment Management bought 331 Novo Nordisk shares in Q2 2026, an estimated $14.2K.
  • Novo Nordisk made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #530 holding.
  • Synergy Investment Management first reported a position in Novo Nordisk in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Novo Nordisk position peaked at $96.3K in Q4 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.