Accretive Wealth Partners’s Novo Nordisk NVO Stock Holding History

Accretive Wealth Partners’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	$242K	Buy	+5,045	New	+$217K	0.06%	158
2026 Q1	–	Sell	-5,045	Closed	-$257K	–	184
2025 Q4	$257K	Hold	5,045	–	–	0.08%	139
2025 Q3	$280K	Hold	5,045	–	–	0.09%	129
2025 Q2	$348K	Hold	5,045	–	–	0.11%	118
2025 Q1	$334K	Sell	5,045 -1,000	-17%	-$82.6K	0.12%	122
2024 Q4	$520K	Hold	6,045	–	–	0.22%	102
2024 Q3	$720K	Sell	6,045 -105	-2%	-$14K	0.3%	97
2024 Q2	$878K	Hold	6,150	–	–	0.37%	87
2024 Q1	$757K	Hold	6,150	–	–	0.33%	92
2023 Q4	$636K	Hold	6,150	–	–	0.31%	98
2023 Q3	$559K	Hold	6,150	–	–	0.33%	87
2023 Q2	$498K	Hold	6,150	–	–	0.3%	90
2023 Q1	$489K	Hold	6,150	–	–	0.31%	91
2022 Q4	$416K	Buy	+6,150	New	+$361K	0.29%	89

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

Accretive Wealth Partners's NVO Position: Q2 2026 in Review

Accretive Wealth Partners opened a new position in Novo Nordisk (NVO) in Q2 2026: 5,045 shares worth $242K. The stake represents 0.06% of the portfolio and ranks #158 among its holdings. This is a return to the name: Accretive Wealth Partners previously reported a position in NVO as recently as Q4 2025.

Accretive Wealth Partners first reported a position in NVO in Q4 2022 and has held it in 14 quarters since. The position peaked at $878K in Q2 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Accretive Wealth Partners held 5,045 shares of Novo Nordisk worth $242K as of Q2 2026.
Novo Nordisk was a new Accretive Wealth Partners position in Q2 2026.
Novo Nordisk made up 0.06% of Accretive Wealth Partners's portfolio in Q2 2026, its #158 holding.
Accretive Wealth Partners first reported a position in Novo Nordisk in Q4 2022 and has held it in 14 quarters since.
Accretive Wealth Partners's Novo Nordisk position peaked at $878K in Q2 2024.
1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.