APW
NVO

Aventura Private Wealth’s Novo Nordisk NVO Stock Holding History

Aventura Private Wealth’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 		$84.4K Sell
1,760
-104
-6% -$4.47K 0.03% 272
2026
Q1 		$68.5K Sell
1,864
-675
-27% -$32K 0.03% 274
2025
Q4 		$129K Sell
2,539
-535
-17% -$27.4K 0.05% 184
2025
Q3 		$171K Buy
3,074
+1,399
+84% +$81.9K 0.06% 170
2025
Q2 		$116K Buy
1,675
+1,124
+204% +$76.5K 0.05% 189
2025
Q1 		$38.3K Sell
551
-277
-33% -$22.9K 0.02% 290
2024
Q4 		$71.2K Buy
+828
New +$89.5K 0.04% 224

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

Aventura Private Wealth's NVO Position: Q2 2026 in Review

Aventura Private Wealth reduced its Novo Nordisk (NVO) stake by 5.6% in Q2 2026, selling an estimated $4.47K and leaving 1,760 shares worth $84.4K. The position accounts for 0.03% of the portfolio, ranked #272.

Aventura Private Wealth first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $171K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Aventura Private Wealth held 1,760 shares of Novo Nordisk worth $84.4K as of Q2 2026.
  • Aventura Private Wealth sold 104 Novo Nordisk shares in Q2 2026, an estimated $4.47K.
  • Novo Nordisk made up 0.03% of Aventura Private Wealth's portfolio in Q2 2026, its #272 holding.
  • Aventura Private Wealth first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Novo Nordisk position peaked at $171K in Q3 2025.
  • 1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.