BPWM
NVO

Badgley Phelps Wealth Managers’s Novo Nordisk NVO Stock Holding History

Badgley Phelps Wealth Managers’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 		$233K Buy
+4,861
New +$209K ﹤0.01% 314
2025
Q4 		– Sell
-3,683
Closed -$204K – 335
2025
Q3 		$204K Sell
3,683
-470
-11% -$27.5K ﹤0.01% 292
2025
Q2 		$287K Sell
4,153
-34
-0.8% -$2.31K 0.01% 262
2025
Q1 		$296K Sell
4,187
-263
-6% -$21.7K 0.01% 260
2024
Q4 		$383K Sell
4,450
-929
-17% -$100K 0.01% 235
2024
Q3 		$640K Buy
5,379
+1,127
+27% +$150K 0.01% 194
2024
Q2 		$607K Buy
4,252
+284
+7% +$37.6K 0.02% 188
2024
Q1 		$513K Sell
3,968
-179
-4% -$21.3K 0.01% 194
2023
Q4 		$429K Buy
4,147
+179
+5% +$17.7K 0.01% 195
2023
Q3 		$361K Sell
3,968
-52
-1% -$4.58K 0.01% 184
2023
Q2 		$325K Hold
4,020
– – 0.01% 201
2023
Q1 		$320K Sell
4,020
-148
-4% -$10.5K 0.01% 176
2022
Q4 		$282K Hold
4,168
– – 0.01% 182
2022
Q3 		$208K Buy
4,168
+300
+8% +$16.1K 0.01% 189
2022
Q2 		$216K Sell
3,868
-300
-7% -$16.6K 0.01% 189
2022
Q1 		$231K Buy
4,168
+556
+15% +$28.5K 0.01% 199
2021
Q4 		$202K Buy
+3,612
New +$196K 0.01% 213

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

Badgley Phelps Wealth Managers's NVO Position: Q2 2026 in Review

Badgley Phelps Wealth Managers opened a new position in Novo Nordisk (NVO) in Q2 2026: 4,861 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #314 among its holdings. This is a return to the name: Badgley Phelps Wealth Managers previously reported a position in NVO as recently as Q3 2025.

Badgley Phelps Wealth Managers first reported a position in NVO in Q4 2021 and has held it in 17 quarters since. The position peaked at $640K in Q3 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Badgley Phelps Wealth Managers held 4,861 shares of Novo Nordisk worth $233K as of Q2 2026.
  • Novo Nordisk was a new Badgley Phelps Wealth Managers position in Q2 2026.
  • Novo Nordisk made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #314 holding.
  • Badgley Phelps Wealth Managers first reported a position in Novo Nordisk in Q4 2021 and has held it in 17 quarters since.
  • Badgley Phelps Wealth Managers's Novo Nordisk position peaked at $640K in Q3 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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