TIM
NVO

Tevis Investment Management’s Novo Nordisk NVO Stock Holding History

Tevis 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 		$3.6M Buy
75,115
+1,025
+1% +$44K 1.97% 14
2026
Q1 		$2.81M Buy
74,090
+29,390
+66% +$1.39M 1.6% 19
2025
Q4 		$2.48M Hold
44,700
– – 1.49% 18
2025
Q3 		$2.48M Buy
44,700
+4,838
+12% +$283K 1.49% 18
2025
Q2 		$2.75M Buy
39,862
+24,799
+165% +$1.69M 1.76% 16
2025
Q1 		$1.3M Hold
15,063
– – 0.96% 34
2024
Q4 		$1.3M Sell
15,063
-23
-0.2% -$2.49K 0.96% 34
2024
Q3 		$1.8M Sell
15,086
-222
-1% -$29.6K 1.33% 26
2024
Q2 		$2.19M Sell
15,308
-823
-5% -$109K 1.76% 17
2024
Q1 		$2.07M Sell
16,131
-875
-5% -$104K 1.76% 17
2023
Q4 		$1.76M Buy
17,006
+386
+2% +$38.2K 1.62% 19
2023
Q3 		$1.51M Sell
16,620
-8
-0% -$705 1.53% 19
2023
Q2 		$1.35M Sell
16,628
-342
-2% -$27.9K 1.31% 24
2023
Q1 		$1.35M Sell
16,970
-3,468
-17% -$246K 1.37% 25
2022
Q4 		$1.38M Sell
20,438
-152
-0.7% -$8.91K 1.47% 23
2022
Q3 		$1.02M Buy
20,590
+420
+2% +$22.5K 1% 37
2022
Q2 		$1.12M Buy
20,170
+1,144
+6% +$63.5K 1.07% 33
2022
Q1 		$1.06M Buy
19,026
+138
+0.7% +$7.08K 0.96% 35
2021
Q4 		$1.06M Buy
+18,888
New +$1.02M 0.92% 33

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

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

Tevis Investment Management increased its Novo Nordisk (NVO) stake by 1.4% in Q2 2026, buying an estimated $44K and bringing the position to 75,115 shares worth $3.6M. The position accounts for 1.97% of the portfolio, ranked #14.

Tevis Investment Management first reported a position in NVO in Q4 2021 and has held it in 19 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Tevis Investment Management held 75,115 shares of Novo Nordisk worth $3.6M as of Q2 2026.
  • Tevis Investment Management bought 1,025 Novo Nordisk shares in Q2 2026, an estimated $44K.
  • Novo Nordisk made up 1.97% of Tevis Investment Management's portfolio in Q2 2026, its #14 holding.
  • Tevis Investment Management first reported a position in Novo Nordisk in Q4 2021 and has held it in 19 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Tevis Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.