AE Wealth Management
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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
Q3 		$1.88M Sell
49,629
-3,361
-6% -$155K 0.01% 710
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 $187B AUM 13.73% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Folketrygdfondet
Folketrygdfondet Oslo Norway, Norway $5.71B AUM 69.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

AE Wealth Management's NVO Position: Q3 2026 in Review

AE Wealth Management reduced its Novo Nordisk (NVO) stake by 6.3% in Q3 2026, selling an estimated $155K and leaving 49,629 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #710.

AE Wealth Management first reported a position in NVO in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.9M in Q4 2023. 1,061 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • AE Wealth Management held 49,629 shares of Novo Nordisk worth $1.88M as of Q3 2026.
  • AE Wealth Management sold 3,361 Novo Nordisk shares in Q3 2026, an estimated $155K.
  • Novo Nordisk made up 0.01% of AE Wealth Management's portfolio in Q3 2026, its #710 holding.
  • AE Wealth Management first reported a position in Novo Nordisk in Q2 2019 and has held it in 29 quarters since.
  • AE Wealth Management's Novo Nordisk position peaked at $6.9M in Q4 2023.
  • 1,061 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.