AWM
NVO

Avior Wealth Management’s Novo Nordisk NVO Stock Holding History

Avior 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 		$1.23M Buy
25,680
+3,617
+16% +$155K 0.03% 325
2026
Q1 		$811K Sell
22,063
-1,738
-7% -$82.3K 0.02% 410
2025
Q4 		$1.21M Buy
23,801
+1,465
+7% +$74.9K 0.04% 275
2025
Q3 		$1.24M Buy
22,336
+3,184
+17% +$186K 0.04% 268
2025
Q2 		$1.32M Buy
19,152
+1,402
+8% +$95.4K 0.05% 237
2025
Q1 		$1.23M Sell
17,750
-2,847
-14% -$235K 0.05% 237
2024
Q4 		$1.77M Buy
20,597
+2,511
+14% +$272K 0.06% 187
2024
Q3 		$2.15M Buy
18,086
+825
+5% +$110K 0.09% 158
2024
Q2 		$2.46M Sell
17,261
-585
-3% -$77.5K 0.11% 148
2024
Q1 		$2.29M Buy
17,846
+3,091
+21% +$368K 0.11% 145
2023
Q4 		$1.53M Sell
14,755
-567
-4% -$56.1K 0.09% 153
2023
Q3 		$1.39M Hold
15,322
– – 0.09% 148
2023
Q2 		$1.24M Sell
15,322
-88
-0.6% -$7.19K 0.08% 166
2023
Q1 		$1.23M Buy
15,410
+766
+5% +$54.3K 0.08% 170
2022
Q4 		$991K Hold
14,644
– – 0.07% 190
2022
Q3 		$729K Buy
14,644
+170
+1% +$9.11K 0.06% 211
2022
Q2 		$806K Hold
14,474
– – 0.08% 177
2022
Q1 		$802K Sell
14,474
-924
-6% -$47.4K 0.07% 204
2021
Q4 		$861K Hold
15,398
– – 0.07% 225
2021
Q3 		$739K Hold
15,398
– – 0.06% 239
2021
Q2 		$644K Sell
15,398
-1,412
-8% -$54.7K 0.06% 245
2021
Q1 		$565K Hold
16,810
– – 0.06% 272
2020
Q4 		$587K Buy
16,810
+7,166
+74% +$248K 0.07% 233
2020
Q3 		$334K Sell
9,644
-6,710
-41% -$224K 0.05% 316
2020
Q2 		$534K Sell
16,354
-11,664
-42% -$372K 0.08% 223
2020
Q1 		$842K Sell
28,018
-4,956
-15% -$148K 0.17% 135
2019
Q4 		$953K Hold
32,974
– – 0.15% 139
2019
Q3 		$851K Buy
32,974
+34
+0.1% +$860 0.15% 141
2019
Q2 		$840K Hold
32,940
– – 0.15% 141
2019
Q1 		$860K Hold
32,940
– – 0.18% 123
2018
Q4 		$758K Hold
32,940
– – 0.18% 119
2018
Q3 		$776K Hold
32,940
– – 0.17% 123
2018
Q2 		$760K Sell
32,940
-200
-0.6% -$4.75K 0.17% 121
2018
Q1 		$816K Sell
33,140
-6,356
-16% -$167K 0.19% 115
2017
Q4 		$1.06M Buy
39,496
+32,078
+432% +$816K 0.24% 102
2017
Q3 		$179K Hold
7,418
– – 0.06% 144
2017
Q2 		$159K Hold
7,418
– – 0.06% 128
2017
Q1 		$127K Buy
7,418
+7,218
+3,609% +$126K 0.04% 169
2016
Q4 		$4K Buy
+200
New +$3.63K ﹤0.01% 408

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

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

Avior Wealth Management increased its Novo Nordisk (NVO) stake by 16% in Q2 2026, buying an estimated $155K and bringing the position to 25,680 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #325.

Avior Wealth Management first reported a position in NVO in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.46M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Avior Wealth Management held 25,680 shares of Novo Nordisk worth $1.23M as of Q2 2026.
  • Avior Wealth Management bought 3,617 Novo Nordisk shares in Q2 2026, an estimated $155K.
  • Novo Nordisk made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #325 holding.
  • Avior Wealth Management first reported a position in Novo Nordisk in Q4 2016 and has held it in 39 quarters since.
  • Avior Wealth Management's Novo Nordisk position peaked at $2.46M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.