Union Bancaire Privee’s Novo Nordisk NVO Stock Holding History

Union Bancaire Privee’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	$344K	Sell	8,010 -6,920	-46%	-$297K	﹤0.01%	363
2026 Q1	$472K	Sell	14,930 -13,660	-48%	-$647K	0.01%	353
2025 Q4	$1.25M	Buy	28,590 +350	+1%	+$17.9K	0.01%	272
2025 Q3	$1.34M	Sell	28,240 -2,788	-9%	-$163K	0.02%	236
2025 Q2	$1.84M	Sell	31,028 -3,548	-10%	-$241K	0.03%	204
2025 Q1	$2.21M	Buy	34,576 +25,734	+291%	+$2.13M	0.04%	174
2024 Q4	$746K	Buy	+8,842	New	+$956K	0.01%	299

Other funds holding NVO

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

GIM

Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Union Bancaire Privee's NVO Position: Q2 2026 in Review

Union Bancaire Privee reduced its Novo Nordisk (NVO) stake by 46% in Q2 2026, selling an estimated $297K and leaving 8,010 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Union Bancaire Privee first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.21M in Q1 2025. 543 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Union Bancaire Privee held 8,010 shares of Novo Nordisk worth $344K as of Q2 2026.
Union Bancaire Privee sold 6,920 Novo Nordisk shares in Q2 2026, an estimated $297K.
Novo Nordisk made up ﹤0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #363 holding.
Union Bancaire Privee first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's Novo Nordisk position peaked at $2.21M in Q1 2025.
543 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.