AWM
NVO

AE Wealth Management’s Novo Nordisk NVO Stock Holding History

AE 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 		$2.54M Buy
52,990
+9,638
+22% +$414K 0.01% 594
2026
Q1 		$1.59M Buy
43,352
+29,605
+215% +$1.4M 0.01% 712
2025
Q4 		$699K Buy
13,747
+4,861
+55% +$249K ﹤0.01% 918
2025
Q3 		$493K Buy
8,886
+3,186
+56% +$186K ﹤0.01% 983
2025
Q2 		$393K Sell
5,700
-42
-0.7% -$2.86K ﹤0.01% 1012
2025
Q1 		$399K Buy
5,742
+989
+21% +$81.7K ﹤0.01% 989
2024
Q4 		$409K Sell
4,753
-15,324
-76% -$1.66M ﹤0.01% 969
2024
Q3 		$2.39M Buy
20,077
+758
+4% +$101K 0.02% 482
2024
Q2 		$2.76M Buy
19,319
+11,930
+161% +$1.58M 0.03% 447
2024
Q1 		$949K Sell
7,389
-56,418
-88% -$6.72M 0.01% 661
2023
Q4 		$6.9M Buy
63,807
+36,919
+137% +$3.65M 0.04% 493
2023
Q3 		$2.45M Buy
26,888
+4,736
+21% +$417K 0.01% 780
2023
Q2 		$1.79M Buy
22,152
+7,846
+55% +$641K 0.01% 878
2023
Q1 		$1.14M Buy
14,306
+1,598
+13% +$113K 0.01% 999
2022
Q4 		$860K Buy
12,708
+1,524
+14% +$89.4K 0.01% 1047
2022
Q3 		$557K Sell
11,184
-396
-3% -$21.2K ﹤0.01% 1204
2022
Q2 		$645K Buy
11,580
+2,246
+24% +$125K 0.01% 1072
2022
Q1 		$518K Buy
9,334
+1,954
+26% +$100K ﹤0.01% 1227
2021
Q4 		$413K Buy
7,380
+334
+5% +$18.1K ﹤0.01% 1334
2021
Q3 		$338K Sell
7,046
-2,236
-24% -$108K ﹤0.01% 1318
2021
Q2 		$389K Buy
+9,282
New +$360K ﹤0.01% 1232
2021
Q1 		– Sell
-7,708
Closed -$269K – 1545
2020
Q4 		$269K Sell
7,708
-272
-3% -$9.4K ﹤0.01% 1180
2020
Q3 		$277K Buy
7,980
+116
+1% +$3.87K ﹤0.01% 1066
2020
Q2 		$257K Sell
7,864
-584
-7% -$18.6K ﹤0.01% 1077
2020
Q1 		$254K Sell
8,448
-2,748
-25% -$81.8K 0.01% 931
2019
Q4 		$324K Hold
11,196
– – 0.01% 873
2019
Q3 		$289K Buy
11,196
+102
+0.9% +$2.58K 0.01% 800
2019
Q2 		$283K Buy
+11,094
New +$274K 0.01% 772

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

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

AE Wealth Management increased its Novo Nordisk (NVO) stake by 22% in Q2 2026, buying an estimated $414K and bringing the position to 52,990 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #594.

AE Wealth Management first reported a position in NVO in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.9M in Q4 2023. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • AE Wealth Management held 52,990 shares of Novo Nordisk worth $2.54M as of Q2 2026.
  • AE Wealth Management bought 9,638 Novo Nordisk shares in Q2 2026, an estimated $414K.
  • Novo Nordisk made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #594 holding.
  • AE Wealth Management first reported a position in Novo Nordisk in Q2 2019 and has held it in 28 quarters since.
  • AE Wealth Management's Novo Nordisk position peaked at $6.9M in Q4 2023.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.