United Capital Financial Advisors’s Novo Nordisk NVO Stock Holding History

United Capital Financial 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	$48M	Sell	1,000,682 -51,940	-5%	-$2.23M	0.26%	68
2026 Q1	$38.7M	Buy	1,052,622 +404,269	+62%	+$19.2M	0.24%	81
2025 Q4	$33M	Buy	648,353 +10,546	+2%	+$539K	0.2%	97
2025 Q3	$35.4M	Buy	637,807 +85,206	+15%	+$4.99M	0.25%	82
2025 Q2	$38.1M	Sell	552,601 -23,687	-4%	-$1.61M	0.31%	72
2025 Q1	$40M	Buy	576,288 +216,083	+60%	+$17.8M	0.34%	63
2024 Q4	$31M	Sell	360,205 -60,672	-14%	-$6.56M	0.26%	83
2024 Q3	$50.1M	Sell	420,877 -23,090	-5%	-$3.08M	0.41%	56
2024 Q2	$63.4M	Sell	443,967 -37,155	-8%	-$4.92M	0.54%	41
2024 Q1	$61.8M	Sell	481,122 -61,389	-11%	-$7.31M	0.51%	43
2023 Q4	$56.1M	Sell	542,511 -419,077	-44%	-$41.4M	0.47%	43
2023 Q3	$87.4M	Sell	961,588 -161,600	-14%	-$14.2M	0.57%	34
2023 Q2	$90.9M	Sell	1,123,188 -66,300	-6%	-$5.42M	0.5%	35
2023 Q1	$94.6M	Sell	1,189,488 -65,810	-5%	-$4.67M	0.53%	33
2022 Q4	$84.9M	Sell	1,255,298 -63,806	-5%	-$3.74M	0.48%	39
2022 Q3	$65.7M	Sell	1,319,104 -64,196	-5%	-$3.44M	0.39%	49
2022 Q2	$77.1M	Sell	1,383,300 -145,330	-10%	-$8.06M	0.42%	41
2022 Q1	$84.9M	Sell	1,528,630 -79,002	-5%	-$4.05M	0.41%	44
2021 Q4	$90M	Sell	1,607,632 -32,752	-2%	-$1.77M	0.41%	47
2021 Q3	$78.7M	Sell	1,640,384 -55,776	-3%	-$2.7M	0.39%	50
2021 Q2	$71M	Buy	1,696,160 +43,706	+3%	+$1.69M	0.36%	57
2021 Q1	$55.7M	Sell	1,652,454 -32,332	-2%	-$1.15M	0.31%	68
2020 Q4	$58.8M	Sell	1,684,786 -14,582	-0.9%	-$504K	0.35%	62
2020 Q3	$59M	Sell	1,699,368 -124,460	-7%	-$4.15M	0.39%	54
2020 Q2	$59.7M	Buy	1,823,828 +116,794	+7%	+$3.73M	0.43%	52
2020 Q1	$48.4M	Buy	1,707,034 +86,508	+5%	+$2.58M	0.4%	56
2019 Q4	$46.9M	Buy	1,620,526 +104,988	+7%	+$2.91M	0.3%	73
2019 Q3	$39.2M	Buy	1,515,538 +18,946	+1%	+$479K	0.27%	84
2019 Q2	$38.2M	Buy	1,496,592 +87,648	+6%	+$2.17M	0.25%	95
2019 Q1	$36.9M	Buy	1,408,944 +102,400	+8%	+$2.52M	0.26%	92
2018 Q4	$30.1M	Buy	1,306,544 +53,886	+4%	+$1.2M	0.24%	93
2018 Q3	$29.5M	Buy	1,252,658 +46,172	+4%	+$1.13M	0.21%	105
2018 Q2	$27.8M	Sell	1,206,486 -142,390	-11%	-$3.38M	0.21%	113
2018 Q1	$33.2M	Buy	1,348,876 +50,042	+4%	+$1.31M	0.25%	90
2017 Q4	$34.9M	Buy	1,298,834 +47,220	+4%	+$1.2M	0.28%	77
2017 Q3	$30.1M	Buy	1,251,614 +75,520	+6%	+$1.71M	0.26%	89
2017 Q2	$25.2M	Buy	1,176,094 +154,052	+15%	+$3.11M	0.23%	101
2017 Q1	$17.5M	Buy	1,022,042 +246,014	+32%	+$4.28M	0.16%	143
2016 Q4	$13.9M	Buy	776,028 +117,842	+18%	+$2.14M	0.14%	170
2016 Q3	$13.7M	Sell	658,186 -16,518	-2%	-$410K	0.13%	177
2016 Q2	$18.2M	Buy	674,704 +65,354	+11%	+$1.79M	0.19%	120
2016 Q1	$16.5M	Buy	609,350 +394,172	+183%	+$10.6M	0.18%	118
2015 Q4	$6.25M	Sell	215,178 -98,626	-31%	-$2.73M	0.07%	288
2015 Q3	$8.51M	Buy	313,804 +141,052	+82%	+$3.99M	0.1%	216
2015 Q2	$4.73M	Sell	172,752 -618	-0.4%	-$17.4K	0.05%	348
2015 Q1	$4.88M	Sell	173,370 -2,074	-1%	-$47.8K	0.06%	339
2014 Q4	$3.71M	Sell	175,444 -1,046	-0.6%	-$23.4K	0.06%	313
2014 Q3	$4.2M	Buy	176,490 +3,048	+2%	+$70.1K	0.07%	285
2014 Q2	$4.01M	Buy	173,442 +59,364	+52%	+$1.31M	0.07%	272
2014 Q1	$2.6M	Sell	114,078 -22,272	-16%	-$475K	0.06%	312
2013 Q4	$2.52M	Buy	136,350 +77,840	+133%	+$1.36M	0.09%	212
2013 Q3	$990K	Sell	58,510 -24,150	-29%	-$406K	0.03%	344
2013 Q2	$1.28M	Buy	+82,660	New	+$1.38M	0.03%	372

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

United Capital Financial Advisors's NVO Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Novo Nordisk (NVO) stake by 4.9% in Q2 2026, selling an estimated $2.23M and leaving 1,000,682 shares worth $48M. The position accounts for 0.26% of the portfolio, ranked #68.

United Capital Financial Advisors first reported a position in NVO in Q2 2013 and has held it in 53 quarters since. The position peaked at $94.6M in Q1 2023. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

United Capital Financial Advisors held 1,000,682 shares of Novo Nordisk worth $48M as of Q2 2026.
United Capital Financial Advisors sold 51,940 Novo Nordisk shares in Q2 2026, an estimated $2.23M.
Novo Nordisk made up 0.26% of United Capital Financial Advisors's portfolio in Q2 2026, its #68 holding.
United Capital Financial Advisors first reported a position in Novo Nordisk in Q2 2013 and has held it in 53 quarters since.
United Capital Financial Advisors's Novo Nordisk position peaked at $94.6M in Q1 2023.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.