TBFA
NVO

Three Bearings Fiduciary Advisors’s Novo Nordisk NVO Stock Holding History

Three Bearings Fiduciary 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
Q2 		$2.59K Hold
54
– – ﹤0.01% 194
2026
Q1 		$2.05K Hold
54
– – ﹤0.01% 214
2025
Q4 		$3.21K Buy
+54
New +$2.76K ﹤0.01% 192

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Three Bearings Fiduciary Advisors's NVO Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Novo Nordisk (NVO) position steady in Q2 2026 at 54 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Three Bearings Fiduciary Advisors first reported a position in NVO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.21K in Q4 2025. 819 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 54 shares of Novo Nordisk worth $2.59K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #194 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Novo Nordisk in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Novo Nordisk position peaked at $3.21K in Q4 2025.
  • 819 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.