Zuckerman Investment Group’s Novo Nordisk NVO Stock Holding History

Zuckerman Investment Group’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	$286K	Buy	5,967 +15	+0.3%	+$644	0.02%	123
2026 Q1	$219K	Hold	5,952	–	–	0.02%	126
2025 Q4	$303K	Hold	5,952	–	–	0.03%	109
2025 Q3	$330K	Hold	5,952	–	–	0.03%	121
2025 Q2	$411K	Sell	5,952 -1,700	-22%	-$116K	0.04%	119
2025 Q1	$531K	Buy	7,652 +1,700	+29%	+$140K	0.06%	109
2024 Q4	$492K	Buy	5,952 +6	+0.1%	+$649	0.05%	108
2024 Q3	$708K	Buy	5,946 +16	+0.3%	+$2.13K	0.07%	83
2024 Q2	$846K	Hold	5,930	–	–	0.1%	77
2024 Q1	$761K	Hold	5,930	–	–	0.09%	78
2023 Q4	$613K	Hold	5,930	–	–	0.08%	80
2023 Q3	$539K	Buy	5,930 +400	+7%	+$35.2K	0.08%	79
2023 Q2	$447K	Hold	5,530	–	–	0.06%	87
2023 Q1	$440K	Hold	5,530	–	–	0.07%	82
2022 Q4	$374K	Hold	5,530	–	–	0.06%	95
2022 Q3	$275K	Buy	+5,530	New	+$296K	0.05%	99

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

Zuckerman Investment Group's NVO Position: Q2 2026 in Review

Zuckerman Investment Group increased its Novo Nordisk (NVO) stake by 0.25% in Q2 2026, buying an estimated $644 and bringing the position to 5,967 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #123.

Zuckerman Investment Group first reported a position in NVO in Q3 2022 and has held it in 16 quarters since. The position peaked at $846K in Q2 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Zuckerman Investment Group held 5,967 shares of Novo Nordisk worth $286K as of Q2 2026.
Zuckerman Investment Group bought 15 Novo Nordisk shares in Q2 2026, an estimated $644.
Novo Nordisk made up 0.02% of Zuckerman Investment Group's portfolio in Q2 2026, its #123 holding.
Zuckerman Investment Group first reported a position in Novo Nordisk in Q3 2022 and has held it in 16 quarters since.
Zuckerman Investment Group's Novo Nordisk position peaked at $846K in Q2 2024.
1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.