AWE
NVO

Avidian Wealth Enterprises’s Novo Nordisk NVO Stock Holding History

Avidian Wealth Enterprises’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 		$1.52M Buy
31,634
+4,708
+17% +$202K 0.04% 254
2026
Q1 		$990K Buy
26,926
+13,585
+102% +$644K 0.03% 288
2025
Q4 		$679K Sell
13,341
-1,482
-10% -$75.8K 0.02% 301
2025
Q3 		$823K Buy
14,823
+2,876
+24% +$168K 0.03% 255
2025
Q2 		$825K Buy
11,947
+947
+9% +$64.4K 0.03% 232
2025
Q1 		$764K Buy
11,000
+1,206
+12% +$99.6K 0.03% 230
2024
Q4 		$842K Sell
9,794
-209
-2% -$22.6K 0.04% 214
2024
Q3 		$1.19M Sell
10,003
-151
-1% -$20.1K 0.05% 163
2024
Q2 		$1.45M Buy
10,154
+268
+3% +$35.5K 0.06% 150
2024
Q1 		$1.27M Buy
9,886
+2,021
+26% +$241K 0.06% 138
2023
Q4 		$814K Buy
7,865
+474
+6% +$46.9K 0.05% 187
2023
Q3 		$672K Sell
7,391
-8,231
-53% -$725K 0.05% 207
2023
Q2 		$1.26M Sell
15,622
-2,030
-12% -$166K 0.08% 153
2023
Q1 		$1.4M Sell
17,652
-2,768
-14% -$196K 0.08% 164
2022
Q4 		$1.38M Buy
20,420
+474
+2% +$27.8K 0.09% 140
2022
Q3 		$994K Buy
19,946
+1,624
+9% +$87K 0.07% 148
2022
Q2 		$1.02M Buy
18,322
+508
+3% +$28.2K 0.07% 164
2022
Q1 		$989K Buy
17,814
+3,442
+24% +$177K 0.06% 198
2021
Q4 		$805K Sell
14,372
-490
-3% -$26.5K 0.05% 222
2021
Q3 		$713K Sell
14,862
-1,410
-9% -$68.2K 0.05% 167
2021
Q2 		$682K Buy
16,272
+2,528
+18% +$98K 0.05% 169
2021
Q1 		$463K Buy
13,744
+1,508
+12% +$53.7K 0.04% 222
2020
Q4 		$427K Buy
+12,236
New +$423K 0.04% 208

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

Avidian Wealth Enterprises's NVO Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Novo Nordisk (NVO) stake by 17% in Q2 2026, buying an estimated $202K and bringing the position to 31,634 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #254.

Avidian Wealth Enterprises first reported a position in NVO in Q4 2020 and has held it in 23 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Avidian Wealth Enterprises held 31,634 shares of Novo Nordisk worth $1.52M as of Q2 2026.
  • Avidian Wealth Enterprises bought 4,708 Novo Nordisk shares in Q2 2026, an estimated $202K.
  • Novo Nordisk made up 0.04% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #254 holding.
  • Avidian Wealth Enterprises first reported a position in Novo Nordisk in Q4 2020 and has held it in 23 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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