AWM
NVO

Activest Wealth Management’s Novo Nordisk NVO Stock Holding History

Activest 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 		$76.5K Sell
1,596
-4,716
-75% -$203K 0.01% 215
2026
Q1 		$232K Sell
6,312
-2,037
-24% -$96.5K 0.04% 138
2025
Q4 		$425K Sell
8,349
-7,346
-47% -$376K 0.08% 99
2025
Q3 		$871K Buy
15,695
+911
+6% +$53.3K 0.18% 57
2025
Q2 		$1.02M Sell
14,784
-358
-2% -$24.4K 0.25% 43
2025
Q1 		$1.05M Buy
15,142
+4,376
+41% +$361K 0.28% 45
2024
Q4 		$926K Buy
10,766
+10,224
+1,886% +$1.11M 0.26% 45
2024
Q3 		$64.5K Buy
542
+500
+1,190% +$66.7K 0.02% 153
2024
Q2 		$6K Hold
42
– – ﹤0.01% 335
2024
Q1 		$5.39K Buy
+42
New +$5K ﹤0.01% 252

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

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

Activest Wealth Management reduced its Novo Nordisk (NVO) stake by 75% in Q2 2026, selling an estimated $203K and leaving 1,596 shares worth $76.5K. The position accounts for 0.01% of the portfolio, ranked #215.

Activest Wealth Management first reported a position in NVO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.05M in Q1 2025. 462 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Activest Wealth Management held 1,596 shares of Novo Nordisk worth $76.5K as of Q2 2026.
  • Activest Wealth Management sold 4,716 Novo Nordisk shares in Q2 2026, an estimated $203K.
  • Novo Nordisk made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Activest Wealth Management first reported a position in Novo Nordisk in Q1 2024 and has held it in 10 quarters since.
  • Activest Wealth Management's Novo Nordisk position peaked at $1.05M in Q1 2025.
  • 462 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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