AWM
NVO

Athena Wealth Management’s Novo Nordisk NVO Stock Holding History

Athena 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 		– Sell
-10,285
Closed -$378K – 119
2026
Q1 		$378K Buy
10,285
+4,589
+81% +$217K 0.31% 70
2025
Q4 		$290K Buy
+5,696
New +$291K 0.28% 78

Other funds holding NVO

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

Athena Wealth Management sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 10,285 shares — an estimated $378K sold.

Athena Wealth Management first reported a position in NVO in Q4 2025 and held it in 2 quarters. The position peaked at $378K in Q1 2026. 302 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Athena Wealth Management reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Athena Wealth Management sold 10,285 Novo Nordisk shares in Q2 2026, an estimated $378K.
  • Athena Wealth Management first reported a position in Novo Nordisk in Q4 2025 and held it in 2 quarters.
  • Athena Wealth Management's Novo Nordisk position peaked at $378K in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.