WA
NVO

Waverly Advisors’s Novo Nordisk NVO Stock Holding History

Waverly 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 		$458K Sell
9,554
-36,956
-79% -$1.59M ﹤0.01% 1219
2026
Q1 		$1.71M Buy
46,510
+37,143
+397% +$1.76M 0.01% 679
2025
Q4 		$477K Sell
9,367
-3,643
-28% -$186K ﹤0.01% 1031
2025
Q3 		$722K Buy
13,010
+865
+7% +$50.6K 0.01% 732
2025
Q2 		$838K Sell
12,145
-78,816
-87% -$5.36M 0.01% 662
2025
Q1 		$6.32M Buy
90,961
+77,032
+553% +$6.36M 0.08% 246
2024
Q4 		$1.2M Buy
13,929
+7,147
+105% +$773K 0.02% 486
2024
Q3 		$807K Sell
6,782
-1,200
-15% -$160K 0.01% 486
2024
Q2 		$1.14M Buy
7,982
+3,489
+78% +$462K 0.02% 415
2024
Q1 		$577K Buy
4,493
+813
+22% +$96.8K 0.01% 452
2023
Q4 		$381K Sell
3,680
-50
-1% -$4.95K 0.01% 332
2023
Q3 		$339K Buy
+3,730
New +$329K 0.01% 306
2018
Q1 		– Sell
-1,270
Closed -$34K – 307
2017
Q4 		$34K Buy
+1,270
New +$32.3K ﹤0.01% 275
2015
Q4 		– Sell
-24
Closed -$1K – 307
2015
Q3 		$1K Hold
24
– – ﹤0.01% 417
2015
Q2 		$1K Sell
24
-72
-75% -$2.02K ﹤0.01% 349
2015
Q1 		$3K Hold
96
– – ﹤0.01% 316
2014
Q4 		$2K Sell
96
-220
-70% -$4.91K ﹤0.01% 391
2014
Q3 		$8K Sell
316
-290
-48% -$6.67K ﹤0.01% 534
2014
Q2 		$14K Sell
606
-160
-21% -$3.53K 0.01% 391
2014
Q1 		$17K Sell
766
-5,504
-88% -$117K 0.01% 346
2013
Q4 		$116K Buy
6,270
+850
+16% +$14.8K 0.04% 203
2013
Q3 		$92K Buy
+5,420
New +$91.2K 0.05% 161

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

Waverly Advisors's NVO Position: Q2 2026 in Review

Waverly Advisors reduced its Novo Nordisk (NVO) stake by 79% in Q2 2026, selling an estimated $1.59M and leaving 9,554 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Waverly Advisors first reported a position in NVO in Q3 2013 and has held it in 22 quarters since. The position peaked at $6.32M in Q1 2025. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Waverly Advisors held 9,554 shares of Novo Nordisk worth $458K as of Q2 2026.
  • Waverly Advisors sold 36,956 Novo Nordisk shares in Q2 2026, an estimated $1.59M.
  • Novo Nordisk made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1219 holding.
  • Waverly Advisors first reported a position in Novo Nordisk in Q3 2013 and has held it in 22 quarters since.
  • Waverly Advisors's Novo Nordisk position peaked at $6.32M in Q1 2025.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.