BTWM
NVO

Baker Tilly Wealth Management’s Novo Nordisk NVO Stock Holding History

Baker Tilly 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
Q3 		$618K Buy
16,314
+2,156
+15% +$99.4K 0.12% 145
2026
Q2 		$679K Buy
14,158
+6,267
+79% +$269K 0.14% 137
2026
Q1 		$290K Sell
7,891
-5,271
-40% -$250K 0.07% 215
2025
Q4 		$670K Sell
13,162
-1,382
-10% -$70.7K 0.17% 129
2025
Q3 		$807K Buy
14,544
+1,996
+16% +$117K 0.18% 103
2025
Q2 		$866K Sell
12,548
-251
-2% -$17.1K 0.31% 71
2025
Q1 		$889K Buy
12,799
+4,383
+52% +$362K 0.35% 68
2024
Q4 		$724K Sell
8,416
-1,902
-18% -$206K 0.28% 82
2024
Q3 		$1.23M Sell
10,318
-2,873
-22% -$383K 0.54% 35
2024
Q2 		$1.88M Sell
13,191
-26,716
-67% -$3.54M 0.77% 23
2024
Q1 		$5.12M Sell
39,907
-1,428
-3% -$170K 0.93% 17
2023
Q4 		$4.28M Sell
41,335
-3,081
-7% -$305K 0.7% 22
2023
Q3 		$4.04M Sell
44,416
-13,244
-23% -$1.17M 0.67% 26
2023
Q2 		$4.67M Buy
57,660
+1,200
+2% +$98K 0.49% 43
2023
Q1 		$4.49M Sell
56,460
-13,372
-19% -$948K 0.51% 42
2022
Q4 		$4.73M Buy
69,832
+5,640
+9% +$331K 0.58% 41
2022
Q3 		$3.2M Sell
64,192
-828
-1% -$44.4K 0.44% 52
2022
Q2 		$3.62M Sell
65,020
-732
-1% -$40.6K 0.48% 49
2022
Q1 		$3.65M Buy
65,752
+3,748
+6% +$192K 0.4% 56
2021
Q4 		$3.47M Buy
62,004
+8,254
+15% +$447K 0.37% 55
2021
Q3 		$2.58M Buy
53,750
+236
+0.4% +$11.4K 0.34% 56
2021
Q2 		$2.24M Buy
53,514
+4,610
+9% +$179K 0.36% 56
2021
Q1 		$1.65M Buy
48,904
+12,936
+36% +$461K 0.34% 70
2020
Q4 		$1.26M Buy
+35,968
New +$1.24M 0.39% 59

Other funds holding NVO

GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM

Baker Tilly Wealth Management's NVO Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Novo Nordisk (NVO) stake by 15% in Q3 2026, buying an estimated $99.4K and bringing the position to 16,314 shares worth $618K. The position accounts for 0.12% of the portfolio, ranked #145.

Baker Tilly Wealth Management first reported a position in NVO in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.12M in Q1 2024. 64 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Baker Tilly Wealth Management held 16,314 shares of Novo Nordisk worth $618K as of Q3 2026.
  • Baker Tilly Wealth Management bought 2,156 Novo Nordisk shares in Q3 2026, an estimated $99.4K.
  • Novo Nordisk made up 0.12% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #145 holding.
  • Baker Tilly Wealth Management first reported a position in Novo Nordisk in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Novo Nordisk position peaked at $5.12M in Q1 2024.
  • 64 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.