Allied Private Wealth’s Novo Nordisk NVO Stock Holding History

Allied Private Wealth’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	$473K	Buy	+9,681	New	+$416K	0.3%	60

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Allied Private Wealth's NVO Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Novo Nordisk (NVO) in Q2 2026: 9,681 shares worth $473K. The stake represents 0.3% of the portfolio and ranks #60 among its holdings.

1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Allied Private Wealth held 9,681 shares of Novo Nordisk worth $473K as of Q2 2026.
Novo Nordisk was a new Allied Private Wealth position in Q2 2026.
Novo Nordisk made up 0.3% of Allied Private Wealth's portfolio in Q2 2026, its #60 holding.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.