Angeles Wealth Management’s Novo Nordisk NVO Stock Holding History

Angeles 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	$809K	Buy	16,884 +10,945	+184%	+$470K	0.04%	185
2026 Q1	$226K	Buy	5,939 +863	+17%	+$40.9K	0.01%	377
2025 Q4	$258K	Buy	5,076 +1,122	+28%	+$57.4K	0.01%	318
2025 Q3	$219K	Sell	3,954 -6,527	-62%	-$382K	0.01%	314
2025 Q2	$723K	Sell	10,481 -3,263	-24%	-$222K	0.05%	138
2025 Q1	$954K	Sell	13,744 -175	-1%	-$14.5K	0.08%	96
2024 Q4	$1.2M	Buy	13,919 +225	+2%	+$24.3K	0.1%	75
2024 Q3	$1.63M	Sell	13,694 -429	-3%	-$57.2K	0.14%	58
2024 Q2	$2.02M	Sell	14,123 -44	-0.3%	-$5.83K	0.19%	48
2024 Q1	$1.82M	Buy	14,167 +41	+0.3%	+$4.88K	0.18%	47
2023 Q4	$1.46M	Sell	14,126 -89	-0.6%	-$8.8K	0.18%	51
2023 Q3	$1.29M	Sell	14,215 -15,281	-52%	-$1.35M	0.18%	47
2023 Q2	$2.39M	Buy	29,496 +534	+2%	+$43.6K	0.33%	30
2023 Q1	$2.3M	Buy	28,962 +6,384	+28%	+$453K	0.34%	33
2022 Q4	$1.53M	Buy	22,578 +13,752	+156%	+$806K	0.27%	49
2022 Q3	$440K	Buy	+8,826	New	+$473K	0.09%	99

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

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

Angeles Wealth Management increased its Novo Nordisk (NVO) stake by 184% in Q2 2026, buying an estimated $470K and bringing the position to 16,884 shares worth $809K. The position accounts for 0.04% of the portfolio, ranked #185.

Angeles Wealth Management first reported a position in NVO in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.39M in Q2 2023. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Angeles Wealth Management held 16,884 shares of Novo Nordisk worth $809K as of Q2 2026.
Angeles Wealth Management bought 10,945 Novo Nordisk shares in Q2 2026, an estimated $470K.
Novo Nordisk made up 0.04% of Angeles Wealth Management's portfolio in Q2 2026, its #185 holding.
Angeles Wealth Management first reported a position in Novo Nordisk in Q3 2022 and has held it in 16 quarters since.
Angeles Wealth Management's Novo Nordisk position peaked at $2.39M in Q2 2023.
1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.