APW
NVO

Axim Planning & Wealth’s Novo Nordisk NVO Stock Holding History

Axim Planning & 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 		$334K Sell
6,963
-876
-11% -$37.6K 0.47% 53
2026
Q1 		$288K Buy
+7,839
New +$371K 0.35% 56

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

Axim Planning & Wealth's NVO Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Novo Nordisk (NVO) stake by 11% in Q2 2026, selling an estimated $37.6K and leaving 6,963 shares worth $334K. The position accounts for 0.47% of the portfolio, ranked #53.

Axim Planning & Wealth first reported a position in NVO in Q1 2026 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Axim Planning & Wealth held 6,963 shares of Novo Nordisk worth $334K as of Q2 2026.
  • Axim Planning & Wealth sold 876 Novo Nordisk shares in Q2 2026, an estimated $37.6K.
  • Novo Nordisk made up 0.47% of Axim Planning & Wealth's portfolio in Q2 2026, its #53 holding.
  • Axim Planning & Wealth first reported a position in Novo Nordisk in Q1 2026 and has held it in 2 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.