Lakeside Advisors, INC. NVO — NOVO-NORDISK A S

Ownership history in Lakeside Advisors, INC.  ·  18 quarters on record

AI Ownership Summary

Lakeside Advisors, INC. reported NOVO-NORDISK A S (NVO) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.77% in 2024 Q2. The latest visible filing shows NVO at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lakeside Advisors, INC.'s position in NOVO-NORDISK A S, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NVO was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.77% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NVO stock page Lakeside Advisors, INC. fund profile Lakeside Advisors, INC. full holdings
How Lakeside Advisors, INC. held NVO — position size vs. price
% of Fund (quarterly)    NVO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 15,950 -1,350 -7.8% 0.39% $586K 2026-05-01 $43.88
2025 Q4 REDUCED — — — 17,300 -550 -3.1% 0.56% $880K 2026-01-27 $60.67
2025 Q3 REDUCED 5.3% -7.2% ✅ 17,850 -1,000 -5.3% 0.63% $990K 2025-10-27 $51.02
2025 Q2 REDUCED — — — 18,850 -200 -1.0% 0.84% $1.3M 2025-07-23 $66.80
2025 Q1 ADDED — — — 19,050 +400 +2.1% 0.88% $1.3M 2025-04-30 $63.38
2024 Q4 REDUCED — — — 18,650 -400 -2.1% 1.06% $1.6M 2025-02-03 $77.59
2024 Q3 UNCHANGED — — — 19,050 — 0% 1.43% $2.3M 2024-10-29 $105.12
2024 Q2 REDUCED 5.9% -16.3% ✅ 19,050 -1,200 -5.9% 1.77% $2.7M 2024-07-30 $120.86
2024 Q1 UNCHANGED — — — 20,250 — 0% 1.66% $2.6M 2024-04-29 $118.66
2023 Q4 REDUCED — — — 20,250 -600 -2.9% 1.45% $2.1M 2024-01-30 $101.23
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NVO

As of 2026 Q1 — sorted by position size

Penbrook Management LLC 3Y 7Y 8.8% XXEC, Inc. 3Y 5.08% Cutter & CO Brokerage, Inc. 3Y 7Y 4.65% Birch Capital Management, LLC 3Y 3.12% OAK FAMILY ADVISORS, LLC 3Y 2.57% Altrafin AG 2.21% DIVIDEND ASSETS CAPITAL, LLC 3Y 7Y 2.0% AVAII WEALTH MANAGEMENT, LLC 3Y 1.75% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 1.64% Martin Capital Partners, LLC 3Y 7Y 1.6%

FAQ About Lakeside Advisors, INC. and NVO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lakeside Advisors, INC. reported owning NVO?

Lakeside Advisors, INC. reported NVO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NVO position in Lakeside Advisors, INC.'s portfolio?

The largest reported portfolio weight for NVO was 1.77% in 2024 Q2.

What is the latest reported NVO position on this page?

The most recent filing on this page is 2026 Q1, when Lakeside Advisors, INC. reported 15,950 shares, equal to 0.39% of portfolio, with an estimated market value of $586K.

What does the chart on this NVO ownership page compare?

The chart compares Lakeside Advisors, INC.'s quarterly NVO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lakeside Advisors, INC. time their NVO position?

Based on 13F filing dates vs. subsequent NVO price moves, Lakeside Advisors, INC. correctly timed 11 out of 15 reported position changes (73%).

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