AWAU
NVO

Alliance Wealth Advisors (Utah)’s Novo Nordisk NVO Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$919K Sell
19,167
-7,279
-28% -$313K 0.17% 80
2026
Q1 		$972K Buy
26,446
+1,168
+5% +$55.3K 0.21% 82
2025
Q4 		$1.29M Sell
25,278
-8,170
-24% -$418K 0.28% 86
2025
Q3 		$1.86M Buy
33,448
+8,227
+33% +$482K 0.44% 70
2025
Q2 		$1.74M Sell
25,221
-1,332
-5% -$90.6K 0.42% 71
2025
Q1 		$1.84M Sell
26,553
-4,452
-14% -$368K 0.48% 70
2024
Q4 		$2.67M Sell
31,005
-907
-3% -$98.1K 0.69% 55
2024
Q3 		$3.8M Buy
31,912
+1,815
+6% +$242K 1% 28
2024
Q2 		$4.3M Buy
30,097
+1,524
+5% +$202K 1.26% 15
2024
Q1 		$3.67M Buy
28,573
+1,178
+4% +$140K 1.09% 23
2023
Q4 		$2.83M Buy
27,395
+542
+2% +$53.6K 0.95% 29
2023
Q3 		$2.44M Buy
26,853
+16,369
+156% +$1.44M 0.9% 31
2023
Q2 		$848K Buy
10,484
+738
+8% +$60.3K 0.32% 78
2023
Q1 		$776K Sell
9,746
-3,664
-27% -$260K 0.31% 79
2022
Q4 		$908K Buy
+13,410
New +$786K 0.41% 68

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

Alliance Wealth Advisors (Utah)'s NVO Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Novo Nordisk (NVO) stake by 28% in Q2 2026, selling an estimated $313K and leaving 19,167 shares worth $919K. The position accounts for 0.17% of the portfolio, ranked #80.

Alliance Wealth Advisors (Utah) first reported a position in NVO in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.3M in Q2 2024. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 19,167 shares of Novo Nordisk worth $919K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 7,279 Novo Nordisk shares in Q2 2026, an estimated $313K.
  • Novo Nordisk made up 0.17% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #80 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Novo Nordisk in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Novo Nordisk position peaked at $4.3M in Q2 2024.
  • 1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.