What smart money is saying about Novo Nordisk
NVO
No fund has written a full thesis on Novo Nordisk in our archive, but 2 fund letters report a position in it — most recently Baillie Gifford Global Durable Growth in June 2026.
2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Novo Nordisk on record in the archive was reported in Q2 2026, across 2 fund letters — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- HoldsBaillie Gifford Global Durable GrowthJune 2026
“Novo Nordisk and Edenred, both under intense scrutiny in recent years, were among the top contributors this quarter as sentiment began to recover.”
Read the letterNovo Nordisk - ExitedFundsmith Equity FundJune 2026
“We exited or have started exiting: Atlas Copco, Coloplast, Essilor Luxottica, Intuit, LVMH, Magnum Ice Cream, Mettler-Toledo, Nike, Novo Nordisk, Otis, Unilever, Wolters Kluwer, and Zoetis.”
Read the letterNovo Nordisk
Read the letters behind these Novo Nordisk positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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