AEPWM
NVO

Atlantic Edge Private Wealth Management’s Novo Nordisk NVO Stock Holding History

Atlantic Edge Private 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 		$13.2K Hold
275
– – ﹤0.01% 389
2026
Q1 		$10.1K Sell
275
-50
-15% -$2.37K ﹤0.01% 386
2025
Q4 		$16.5K Buy
325
+50
+18% +$2.56K ﹤0.01% 328
2025
Q3 		$15.3K Sell
275
-200
-42% -$11.7K ﹤0.01% 333
2025
Q2 		$32.8K Hold
475
– – 0.01% 241
2025
Q1 		$33K Buy
475
+150
+46% +$12.4K 0.01% 230
2024
Q4 		$28K Hold
325
– – 0.01% 240
2024
Q3 		$38.7K Hold
325
– – 0.01% 220
2024
Q2 		$46.4K Buy
325
+125
+63% +$16.6K 0.02% 200
2024
Q1 		$25.7K Hold
200
– – 0.01% 234
2023
Q4 		$20.7K Buy
+200
New +$19.8K 0.01% 235

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Atlantic Edge Private Wealth Management's NVO Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Novo Nordisk (NVO) position steady in Q2 2026 at 275 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Atlantic Edge Private Wealth Management first reported a position in NVO in Q4 2023 and has held it in 11 quarters since. The position peaked at $46.4K in Q2 2024. 549 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 275 shares of Novo Nordisk worth $13.2K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #389 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Novo Nordisk in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Novo Nordisk position peaked at $46.4K in Q2 2024.
  • 549 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.