BRWA
NVO

B. Riley Wealth Advisors’s Novo Nordisk NVO Stock Holding History

B. Riley Wealth Advisors’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 		$204K Buy
+4,224
New +$181K 0.01% 765
2026
Q1 		– Sell
-8,048
Closed -$409K – 1047
2025
Q4 		$409K Sell
8,048
-754
-9% -$38.6K 0.02% 600
2025
Q3 		$488K Sell
8,802
-649
-7% -$38K 0.02% 541
2025
Q2 		$652K Sell
9,451
-26,716
-74% -$1.82M 0.03% 446
2025
Q1 		$2.51M Sell
36,167
-567
-2% -$46.8K 0.07% 266
2024
Q4 		$3.16M Sell
36,734
-2,748
-7% -$297K 0.1% 198
2024
Q3 		$4.62M Sell
39,482
-20,024
-34% -$2.67M 0.13% 173
2024
Q2 		$8.49M Buy
59,506
+5,510
+10% +$730K 0.22% 94
2024
Q1 		$4.91M Buy
53,996
+3,219
+6% +$383K 0.13% 159
2023
Q4 		$5.25M Sell
50,777
-3,219
-6% -$318K 0.14% 168
2023
Q3 		$4.91M Buy
53,996
+9,832
+22% +$866K 0.13% 159
2023
Q2 		$3.57M Buy
44,164
+2,990
+7% +$244K 0.08% 240
2023
Q1 		$3.3M Sell
41,174
-2,640
-6% -$187K 0.09% 228
2022
Q4 		$2.96M Sell
43,814
-4,780
-10% -$280K 0.08% 247
2022
Q3 		$2.42M Buy
48,594
+8,914
+22% +$478K 0.07% 267
2022
Q2 		$2.21M Buy
39,680
+2,668
+7% +$148K 0.09% 220
2022
Q1 		$2.06M Buy
37,012
+26
+0.1% +$1.33K 0.07% 296
2021
Q4 		$2.07M Buy
36,986
+1,236
+3% +$67K 0.06% 340
2021
Q3 		$1.7M Buy
35,750
+286
+0.8% +$13.8K 0.05% 379
2021
Q2 		$1.47M Sell
35,464
-256
-0.7% -$9.92K 0.05% 407
2021
Q1 		$1.2M Buy
+35,720
New +$1.27M 0.04% 432
2015
Q1 		– Sell
-1,832
Closed -$39K – 1503
2014
Q4 		$39K Buy
+1,832
New +$40.9K ﹤0.01% 2224
2014
Q3 		– Sell
-2,092
Closed -$48.3K – 1463
2014
Q2 		$48.3K Buy
+2,092
New +$46.2K 0.01% 1046

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

B. Riley Wealth Advisors's NVO Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Novo Nordisk (NVO) in Q2 2026: 4,224 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #765 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in NVO as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in NVO in Q2 2014 and has held it in 23 quarters since. The position peaked at $8.49M in Q2 2024. 1,355 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • B. Riley Wealth Advisors held 4,224 shares of Novo Nordisk worth $204K as of Q2 2026.
  • Novo Nordisk was a new B. Riley Wealth Advisors position in Q2 2026.
  • Novo Nordisk made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #765 holding.
  • B. Riley Wealth Advisors first reported a position in Novo Nordisk in Q2 2014 and has held it in 23 quarters since.
  • B. Riley Wealth Advisors's Novo Nordisk position peaked at $8.49M in Q2 2024.
  • 1,355 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.