BWP
NVO

Balboa Wealth Partners’s Novo Nordisk NVO Stock Holding History

Balboa Wealth Partners’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 		$741K Buy
15,451
+2,118
+16% +$91K 0.1% 170
2026
Q1 		$490K Buy
13,333
+1,432
+12% +$67.9K 0.08% 199
2025
Q4 		$606K Sell
11,901
-12
-0.1% -$614 0.1% 162
2025
Q3 		$661K Buy
11,913
+218
+2% +$12.8K 0.11% 144
2025
Q2 		$807K Buy
11,695
+677
+6% +$46K 0.16% 109
2025
Q1 		$765K Buy
11,018
+273
+3% +$22.5K 0.18% 97
2024
Q4 		$924K Buy
10,745
+8,764
+442% +$948K 0.21% 84
2024
Q3 		$236K Sell
1,981
-427
-18% -$56.9K 0.06% 236
2024
Q2 		$344K Sell
2,408
-322
-12% -$42.7K 0.09% 172
2024
Q1 		$351K Sell
2,730
-1,001
-27% -$119K 0.1% 148
2023
Q4 		$386K Buy
3,731
+1,438
+63% +$142K 0.13% 129
2023
Q3 		$209K Buy
+2,293
New +$202K 0.08% 204
2023
Q2 		– Sell
-2,716
Closed -$216K – 326
2023
Q1 		$216K Buy
+2,716
New +$193K 0.08% 212

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

Balboa Wealth Partners's NVO Position: Q2 2026 in Review

Balboa Wealth Partners increased its Novo Nordisk (NVO) stake by 16% in Q2 2026, buying an estimated $91K and bringing the position to 15,451 shares worth $741K. The position accounts for 0.1% of the portfolio, ranked #170.

Balboa Wealth Partners first reported a position in NVO in Q1 2023 and has held it in 13 quarters since. The position peaked at $924K in Q4 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Balboa Wealth Partners held 15,451 shares of Novo Nordisk worth $741K as of Q2 2026.
  • Balboa Wealth Partners bought 2,118 Novo Nordisk shares in Q2 2026, an estimated $91K.
  • Novo Nordisk made up 0.1% of Balboa Wealth Partners's portfolio in Q2 2026, its #170 holding.
  • Balboa Wealth Partners first reported a position in Novo Nordisk in Q1 2023 and has held it in 13 quarters since.
  • Balboa Wealth Partners's Novo Nordisk position peaked at $924K in Q4 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.