WC
NVO

Whitney & Co’s Novo Nordisk NVO Stock Holding History

Whitney & Co’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 		– Sell
-25,305
Closed -$930K – 182
2026
Q1 		$930K Sell
25,305
-237,478
-90% -$11.3M 0.08% 99
2025
Q4 		$13.4M Buy
262,783
+24,037
+10% +$1.23M 1.06% 30
2025
Q3 		$13.2M Buy
238,746
+94,598
+66% +$5.54M 1.2% 26
2025
Q2 		$9.95M Buy
144,148
+5,171
+4% +$352K 0.98% 34
2025
Q1 		$9.65M Buy
+138,977
New +$11.5M 1.03% 32
2018
Q4 		– Sell
-298
Closed -$7K – 331
2018
Q3 		$7K Buy
+298
New +$7.27K ﹤0.01% 354

Other funds holding NVO

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
Truist Financial
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
GA
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Whitney & Co's NVO Position: Q2 2026 in Review

Whitney & Co sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 25,305 shares — an estimated $930K sold.

Whitney & Co first reported a position in NVO in Q3 2018 and held it in 6 quarters. The position peaked at $13.4M in Q4 2025. 580 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Whitney & Co reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Whitney & Co sold 25,305 Novo Nordisk shares in Q2 2026, an estimated $930K.
  • Whitney & Co first reported a position in Novo Nordisk in Q3 2018 and held it in 6 quarters.
  • Whitney & Co's Novo Nordisk position peaked at $13.4M in Q4 2025.
  • 580 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.