Allen Wealth Management’s Novo Nordisk NVO Stock Holding History

Allen 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	$205K	Buy	+4,272	New	+$184K	0.1%	59
2026 Q1	–	Sell	-34,151	Closed	-$1.74M	–	62
2025 Q4	$1.74M	Buy	34,151 +3,246	+11%	+$166K	1.05%	20
2025 Q3	$1.71M	Buy	30,905 +27,990	+960%	+$1.64M	1.16%	19
2025 Q2	$201K	Sell	2,915 -375	-11%	-$25.5K	0.14%	59
2025 Q1	$228K	Buy	3,290 +63	+2%	+$5.2K	0.16%	57
2024 Q4	$278K	Buy	3,227 +437	+16%	+$47.3K	0.2%	52
2024 Q3	$332K	Sell	2,790 -300	-10%	-$40K	0.23%	46
2024 Q2	$441K	Sell	3,090 -650	-17%	-$86.1K	0.39%	40
2024 Q1	$480K	Buy	3,740 +210	+6%	+$25K	0.42%	40
2023 Q4	$365K	Buy	+3,530	New	+$349K	0.36%	40

Other funds holding NVO

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

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

GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

GIM

Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return

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

Allen Wealth Management opened a new position in Novo Nordisk (NVO) in Q2 2026: 4,272 shares worth $205K. The stake represents 0.1% of the portfolio and ranks #59 among its holdings. This is a return to the name: Allen Wealth Management previously reported a position in NVO as recently as Q4 2025.

Allen Wealth Management first reported a position in NVO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.74M in Q4 2025. 561 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Allen Wealth Management held 4,272 shares of Novo Nordisk worth $205K as of Q2 2026.
Novo Nordisk was a new Allen Wealth Management position in Q2 2026.
Novo Nordisk made up 0.1% of Allen Wealth Management's portfolio in Q2 2026, its #59 holding.
Allen Wealth Management first reported a position in Novo Nordisk in Q4 2023 and has held it in 10 quarters since.
Allen Wealth Management's Novo Nordisk position peaked at $1.74M in Q4 2025.
561 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.