AW
NVO

Avion Wealth’s Novo Nordisk NVO Stock Holding History

Avion 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 		$14K Buy
305
+100
+49% +$4.3K ﹤0.01% 490
2026
Q1 		$7K Buy
205
+105
+105% +$4.97K ﹤0.01% 585
2025
Q4 		$5K Buy
+100
New +$5.11K ﹤0.01% 661
2023
Q2 		– Sell
-22
Closed -$1K – 949
2023
Q1 		$1K Buy
+22
New +$1.56K ﹤0.01% 468

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

Avion Wealth's NVO Position: Q2 2026 in Review

Avion Wealth increased its Novo Nordisk (NVO) stake by 49% in Q2 2026, buying an estimated $4.3K and bringing the position to 305 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Avion Wealth first reported a position in NVO in Q1 2023 and has held it in 4 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Avion Wealth held 305 shares of Novo Nordisk worth $14K as of Q2 2026.
  • Avion Wealth bought 100 Novo Nordisk shares in Q2 2026, an estimated $4.3K.
  • Novo Nordisk made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #490 holding.
  • Avion Wealth first reported a position in Novo Nordisk in Q1 2023 and has held it in 4 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.