AWA
NVO

Arkadios Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Arkadios Wealth Advisors’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 		$3.92M Sell
81,734
-4,266
-5% -$183K 0.06% 323
2026
Q1 		$3.16M Buy
86,000
+6,456
+8% +$306K 0.05% 371
2025
Q4 		$4.05M Buy
79,544
+46,743
+143% +$2.39M 0.08% 263
2025
Q3 		$1.82M Sell
32,801
-1,989
-6% -$116K 0.04% 427
2025
Q2 		$2.4M Buy
34,790
+20,397
+142% +$1.39M 0.07% 299
2025
Q1 		$999K Sell
14,393
-3,011
-17% -$249K 0.04% 456
2024
Q4 		$1.5M Sell
17,404
-1,358
-7% -$147K 0.08% 242
2024
Q3 		$2.23M Sell
18,762
-283
-1% -$37.7K 0.13% 169
2024
Q2 		$2.72M Buy
19,045
+5,178
+37% +$686K 0.18% 117
2024
Q1 		$1.78M Buy
13,867
+3,222
+30% +$384K 0.14% 159
2023
Q4 		$1.1M Buy
10,645
+6,974
+190% +$690K 0.09% 204
2023
Q3 		$334K Sell
3,671
-9
-0.2% -$793 0.03% 453
2023
Q2 		$298K Sell
3,680
-276
-7% -$22.5K 0.03% 448
2023
Q1 		$315K Buy
3,956
+498
+14% +$35.3K 0.04% 423
2022
Q4 		$234K Buy
+3,458
New +$203K 0.03% 474
2021
Q4 		– Sell
-268
Closed -$12K – 1362
2021
Q3 		$12K Sell
268
-48
-15% -$2.32K ﹤0.01% 1394
2021
Q2 		$13K Buy
316
+256
+427% +$9.92K ﹤0.01% 1457
2021
Q1 		$2K Sell
60
-348
-85% -$12.4K ﹤0.01% 1534
2020
Q4 		$14K Buy
+408
New +$14.1K ﹤0.01% 868
2020
Q2 		– Sell
-204
Closed -$6.14K – 1079
2020
Q1 		$6.14K Buy
+204
New +$6.07K ﹤0.01% 743

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

Arkadios Wealth Advisors's NVO Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Novo Nordisk (NVO) stake by 5% in Q2 2026, selling an estimated $183K and leaving 81,734 shares worth $3.92M. The position accounts for 0.06% of the portfolio, ranked #323.

Arkadios Wealth Advisors first reported a position in NVO in Q1 2020 and has held it in 20 quarters since. The position peaked at $4.05M in Q4 2025. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Arkadios Wealth Advisors held 81,734 shares of Novo Nordisk worth $3.92M as of Q2 2026.
  • Arkadios Wealth Advisors sold 4,266 Novo Nordisk shares in Q2 2026, an estimated $183K.
  • Novo Nordisk made up 0.06% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #323 holding.
  • Arkadios Wealth Advisors first reported a position in Novo Nordisk in Q1 2020 and has held it in 20 quarters since.
  • Arkadios Wealth Advisors's Novo Nordisk position peaked at $4.05M in Q4 2025.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.