AWA
NVO

Aaron Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Aaron Wealth 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 		$1.86M Buy
38,829
+10,193
+36% +$438K 0.09% 134
2026
Q1 		$1.05M Buy
28,636
+6,298
+28% +$298K 0.06% 211
2025
Q4 		$1.14M Buy
22,338
+6,107
+38% +$312K 0.06% 223
2025
Q3 		$901K Sell
16,231
-4,084
-20% -$239K 0.05% 258
2025
Q2 		$1.4M Sell
20,315
-1,367
-6% -$93K 0.14% 100
2025
Q1 		$1.51M Buy
21,682
+110
+0.5% +$9.09K 0.17% 84
2024
Q4 		$1.86M Buy
21,572
+1,396
+7% +$151K 0.22% 68
2024
Q3 		$2.4M Buy
20,176
+4,119
+26% +$549K 0.29% 54
2024
Q2 		$2.29M Buy
16,057
+1,708
+12% +$226K 0.32% 47
2024
Q1 		$1.84M Buy
14,349
+6,527
+83% +$777K 0.26% 58
2023
Q4 		$809K Sell
7,822
-18,960
-71% -$1.87M 0.13% 96
2023
Q3 		$2.44M Sell
26,782
-382
-1% -$33.7K 0.31% 51
2023
Q2 		$2.2M Buy
27,164
+334
+1% +$27.3K 0.29% 59
2023
Q1 		$2.13M Buy
26,830
+1,128
+4% +$80K 0.29% 54
2022
Q4 		$1.74M Buy
25,702
+652
+3% +$38.2K 0.25% 68
2022
Q3 		$1.25M Buy
25,050
+20,182
+415% +$1.08M 0.23% 68
2022
Q2 		$271K Sell
4,868
-418,676
-99% -$23.2M 0.07% 160
2022
Q1 		$1.91M Buy
+423,544
New +$21.7M 0.03% 242

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

Aaron Wealth Advisors's NVO Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Novo Nordisk (NVO) stake by 36% in Q2 2026, buying an estimated $438K and bringing the position to 38,829 shares worth $1.86M. The position accounts for 0.09% of the portfolio, ranked #134.

Aaron Wealth Advisors first reported a position in NVO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.44M in Q3 2023. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Aaron Wealth Advisors held 38,829 shares of Novo Nordisk worth $1.86M as of Q2 2026.
  • Aaron Wealth Advisors bought 10,193 Novo Nordisk shares in Q2 2026, an estimated $438K.
  • Novo Nordisk made up 0.09% of Aaron Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • Aaron Wealth Advisors first reported a position in Novo Nordisk in Q1 2022 and has held it in 18 quarters since.
  • Aaron Wealth Advisors's Novo Nordisk position peaked at $2.44M in Q3 2023.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.