AWM
NVO

Aprio Wealth Management’s Novo Nordisk NVO Stock Holding History

Aprio 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 		$374K Buy
7,796
+2,213
+40% +$95.1K 0.02% 455
2026
Q1 		$205K Buy
+5,583
New +$265K 0.01% 598
2025
Q4 		– Sell
-3,716
Closed -$206K – 555
2025
Q3 		$206K Buy
3,716
+766
+26% +$44.8K 0.02% 415
2025
Q2 		$204K Sell
2,950
-1,616
-35% -$110K 0.02% 387
2025
Q1 		$317K Buy
4,566
+499
+12% +$41.2K 0.04% 261
2024
Q4 		$350K Sell
4,067
-1,081
-21% -$117K 0.05% 183
2024
Q3 		$613K Buy
5,148
+230
+5% +$30.7K 0.1% 111
2024
Q2 		$702K Buy
4,918
+536
+12% +$71K 0.13% 93
2024
Q1 		$563K Buy
4,382
+401
+10% +$47.7K 0.11% 95
2023
Q4 		$412K Buy
3,981
+429
+12% +$42.4K 0.09% 107
2023
Q3 		$323K Buy
+3,552
New +$313K 0.09% 112

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

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

Aprio Wealth Management increased its Novo Nordisk (NVO) stake by 40% in Q2 2026, buying an estimated $95.1K and bringing the position to 7,796 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #455.

Aprio Wealth Management first reported a position in NVO in Q3 2023 and has held it in 11 quarters since. The position peaked at $702K in Q2 2024. 387 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Aprio Wealth Management held 7,796 shares of Novo Nordisk worth $374K as of Q2 2026.
  • Aprio Wealth Management bought 2,213 Novo Nordisk shares in Q2 2026, an estimated $95.1K.
  • Novo Nordisk made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #455 holding.
  • Aprio Wealth Management first reported a position in Novo Nordisk in Q3 2023 and has held it in 11 quarters since.
  • Aprio Wealth Management's Novo Nordisk position peaked at $702K in Q2 2024.
  • 387 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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