AWM
NVO

Axxcess Wealth Management’s Novo Nordisk NVO Stock Holding History

Axxcess 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 		$393K Buy
+8,188
New +$352K 0.01% 782
2025
Q4 		– Sell
-10,976
Closed -$609K – 1077
2025
Q3 		$609K Sell
10,976
-18,864
-63% -$1.1M 0.01% 571
2025
Q2 		$2.06M Buy
29,840
+780
+3% +$53.1K 0.05% 290
2025
Q1 		$2.02M Sell
29,060
-688
-2% -$56.8K 0.05% 265
2024
Q4 		$2.56M Buy
29,748
+2,285
+8% +$247K 0.06% 231
2024
Q3 		$3.27M Sell
27,463
-252
-0.9% -$33.6K 0.08% 189
2024
Q2 		$3.96M Buy
27,715
+3,834
+16% +$508K 0.1% 158
2024
Q1 		$3.07M Sell
23,881
-7,128
-23% -$849K 0.08% 188
2023
Q4 		$3.21M Buy
31,009
+3,407
+12% +$337K 0.09% 178
2023
Q3 		$2.51M Buy
27,602
+4,380
+19% +$386K 0.09% 174
2023
Q2 		$1.88M Buy
23,222
+6,716
+41% +$549K 0.14% 142
2023
Q1 		$1.31M Buy
16,506
+1,444
+10% +$102K 0.1% 191
2022
Q4 		$1.02M Buy
15,062
+6,722
+81% +$394K 0.08% 220
2022
Q3 		$416K Buy
+8,340
New +$447K 0.04% 349
2022
Q1 		– Sell
-4,740
Closed -$265K – 686
2021
Q4 		$265K Buy
+4,740
New +$257K 0.02% 511

Other funds holding NVO

EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Novo Nordisk (NVO) in Q2 2026: 8,188 shares worth $393K. The stake represents 0.01% of the portfolio and ranks #782 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in NVO as recently as Q3 2025.

Axxcess Wealth Management first reported a position in NVO in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.96M in Q2 2024. 632 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Axxcess Wealth Management held 8,188 shares of Novo Nordisk worth $393K as of Q2 2026.
  • Novo Nordisk was a new Axxcess Wealth Management position in Q2 2026.
  • Novo Nordisk made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #782 holding.
  • Axxcess Wealth Management first reported a position in Novo Nordisk in Q4 2021 and has held it in 15 quarters since.
  • Axxcess Wealth Management's Novo Nordisk position peaked at $3.96M in Q2 2024.
  • 632 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.