UIM
NVO

Unified Investment Management’s Novo Nordisk NVO Stock Holding History

Unified 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 		$339K Sell
7,071
-112
-2% -$4.81K 0.31% 100
2026
Q1 		$264K Buy
7,183
+717
+11% +$34K 0.27% 108
2025
Q4 		$329K Sell
6,466
-8,935
-58% -$457K 0.33% 101
2025
Q3 		$855K Buy
15,401
+5,376
+54% +$315K 0.85% 36
2025
Q2 		$692K Buy
+10,025
New +$682K 0.74% 48

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

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

Unified Investment Management reduced its Novo Nordisk (NVO) stake by 1.6% in Q2 2026, selling an estimated $4.81K and leaving 7,071 shares worth $339K. The position accounts for 0.31% of the portfolio, ranked #100.

Unified Investment Management first reported a position in NVO in Q2 2025 and has held it in 5 quarters since. The position peaked at $855K in Q3 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Unified Investment Management held 7,071 shares of Novo Nordisk worth $339K as of Q2 2026.
  • Unified Investment Management sold 112 Novo Nordisk shares in Q2 2026, an estimated $4.81K.
  • Novo Nordisk made up 0.31% of Unified Investment Management's portfolio in Q2 2026, its #100 holding.
  • Unified Investment Management first reported a position in Novo Nordisk in Q2 2025 and has held it in 5 quarters since.
  • Unified Investment Management's Novo Nordisk position peaked at $855K in Q3 2025.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.