AWM
NVO

Abound Wealth Management’s Novo Nordisk NVO Stock Holding History

Abound Wealth Management’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 		$768 Sell
16
-10
-38% -$430 ﹤0.01% 863
2026
Q1 		$956 Sell
26
-10
-28% -$474 ﹤0.01% 985
2025
Q4 		$1.85K Hold
36
– – ﹤0.01% 856
2025
Q3 		$2.02K Buy
36
+4
+13% +$234 ﹤0.01% 813
2025
Q2 		$2.23K Sell
32
-209
-87% -$14.2K ﹤0.01% 731
2025
Q1 		$16.7K Sell
241
-13
-5% -$1.07K 0.01% 325
2024
Q4 		$21.9K Hold
254
– – 0.01% 267
2024
Q3 		$30.3K Buy
254
+36
+17% +$4.8K 0.01% 230
2024
Q2 		$31.1K Buy
218
+157
+257% +$20.8K 0.01% 206
2024
Q1 		$7.85K Sell
61
-3
-5% -$357 ﹤0.01% 421
2023
Q4 		$6.63K Buy
64
+2
+3% +$198 ﹤0.01% 449
2023
Q3 		$5.65K Hold
62
– – ﹤0.01% 439
2023
Q2 		$5.02K Buy
62
+50
+417% +$4.08K ﹤0.01% 480
2023
Q1 		$955 Hold
12
– – ﹤0.01% 641
2022
Q4 		$813 Buy
+12
New +$704 ﹤0.01% 630

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

Abound Wealth Management's NVO Position: Q2 2026 in Review

Abound Wealth Management reduced its Novo Nordisk (NVO) stake by 38% in Q2 2026, selling an estimated $430 and leaving 16 shares worth $768. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Abound Wealth Management first reported a position in NVO in Q4 2022 and has held it in 15 quarters since. The position peaked at $31.1K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Abound Wealth Management held 16 shares of Novo Nordisk worth $768 as of Q2 2026.
  • Abound Wealth Management sold 10 Novo Nordisk shares in Q2 2026, an estimated $430.
  • Novo Nordisk made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #863 holding.
  • Abound Wealth Management first reported a position in Novo Nordisk in Q4 2022 and has held it in 15 quarters since.
  • Abound Wealth Management's Novo Nordisk position peaked at $31.1K in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.