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
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

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

Baker Tilly Wealth Management's NVO Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Novo Nordisk (NVO) stake by 79% in Q2 2026, buying an estimated $269K and bringing the position to 14,158 shares worth $679K. The position accounts for 0.14% of the portfolio, ranked #137.

Baker Tilly Wealth Management first reported a position in NVO in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.12M in Q1 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Baker Tilly Wealth Management held 14,158 shares of Novo Nordisk worth $679K as of Q2 2026.
  • Baker Tilly Wealth Management bought 6,267 Novo Nordisk shares in Q2 2026, an estimated $269K.
  • Novo Nordisk made up 0.14% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Baker Tilly Wealth Management first reported a position in Novo Nordisk in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Novo Nordisk position peaked at $5.12M in Q1 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.