AF
NVO

Allworth Financial’s Novo Nordisk NVO Stock Holding History

Allworth Financial’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 		$1.85M Sell
38,586
-31,404
-45% -$1.35M 0.01% 550
2026
Q1 		$2.57M Sell
69,990
-61,751
-47% -$2.93M 0.01% 478
2025
Q4 		$6.7M Buy
131,741
+95,033
+259% +$4.86M 0.03% 302
2025
Q3 		$2.04M Sell
36,708
-2,942
-7% -$172K 0.01% 496
2025
Q2 		$2.74M Buy
39,650
+8,845
+29% +$602K 0.01% 427
2025
Q1 		$1.93M Sell
30,805
-2,594
-8% -$214K 0.01% 411
2024
Q4 		$2.69M Buy
33,399
+1,897
+6% +$205K 0.01% 348
2024
Q3 		$3.75M Buy
31,502
+1,062
+3% +$142K 0.02% 241
2024
Q2 		$4M Buy
30,440
+1,303
+4% +$173K 0.03% 233
2024
Q1 		$3.74M Buy
29,137
+13,022
+81% +$1.55M 0.03% 223
2023
Q4 		$1.67M Buy
16,115
+4,504
+39% +$445K 0.01% 333
2023
Q3 		$1.06M Buy
11,611
+1,979
+21% +$174K 0.01% 368
2023
Q2 		$779K Buy
9,632
+4,504
+88% +$368K 0.01% 419
2023
Q1 		$408K Buy
5,128
+456
+10% +$32.3K ﹤0.01% 509
2022
Q4 		$316K Buy
4,672
+140
+3% +$8.21K ﹤0.01% 546
2022
Q3 		$226K Buy
4,532
+3,456
+321% +$185K ﹤0.01% 567
2022
Q2 		$60K Buy
1,076
+276
+35% +$15.3K ﹤0.01% 842
2022
Q1 		$44K Hold
800
– – ﹤0.01% 941
2021
Q4 		$45K Hold
800
– – ﹤0.01% 874
2021
Q3 		$38K Hold
800
– – ﹤0.01% 847
2021
Q2 		$34K Buy
800
+796
+19,900% +$30.9K ﹤0.01% 713
2021
Q1 		$0 Hold
4
– – ﹤0.01% 1579
2020
Q4 		$0 Hold
4
– – ﹤0.01% 1412
2020
Q3 		$0 Hold
4
– – ﹤0.01% 1238
2020
Q2 		$0 Hold
4
– – ﹤0.01% 1315
2020
Q1 		$0 Buy
+4
New +$119 ﹤0.01% 1304
2017
Q2 		– Sell
-162
Closed -$3K – 805
2017
Q1 		$3K Buy
+162
New +$2.82K ﹤0.01% 611

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

Allworth Financial's NVO Position: Q2 2026 in Review

Allworth Financial reduced its Novo Nordisk (NVO) stake by 45% in Q2 2026, selling an estimated $1.35M and leaving 38,586 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #550.

Allworth Financial first reported a position in NVO in Q1 2017 and has held it in 27 quarters since. The position peaked at $6.7M in Q4 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Allworth Financial held 38,586 shares of Novo Nordisk worth $1.85M as of Q2 2026.
  • Allworth Financial sold 31,404 Novo Nordisk shares in Q2 2026, an estimated $1.35M.
  • Novo Nordisk made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #550 holding.
  • Allworth Financial first reported a position in Novo Nordisk in Q1 2017 and has held it in 27 quarters since.
  • Allworth Financial's Novo Nordisk position peaked at $6.7M in Q4 2025.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.