BHWM
NVO

Bar Harbor Wealth Management’s Novo Nordisk NVO Stock Holding History

Bar Harbor 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 		$572K Buy
11,938
+1,778
+18% +$76.4K 0.03% 177
2026
Q1 		$373K Sell
10,160
-2,007
-16% -$95.1K 0.02% 207
2025
Q4 		$619K Sell
12,167
-2,615
-18% -$134K 0.04% 172
2025
Q3 		$820K Sell
14,782
-9,184
-38% -$538K 0.05% 158
2025
Q2 		$1.65M Sell
23,966
-34,851
-59% -$2.37M 0.11% 134
2025
Q1 		$4.08M Sell
58,817
-18,182
-24% -$1.5M 0.27% 87
2024
Q4 		$6.62M Sell
76,999
-39,669
-34% -$4.29M 0.43% 65
2024
Q3 		$13.9M Sell
116,668
-96,530
-45% -$12.9M 0.89% 34
2024
Q2 		$30.4M Sell
213,198
-24,750
-10% -$3.28M 2.01% 9
2024
Q1 		$30.6M Sell
237,948
-16,620
-7% -$1.98M 2.04% 8
2023
Q4 		$26.3M Sell
254,568
-40,694
-14% -$4.02M 1.96% 8
2023
Q3 		$26.9M Sell
295,262
-3,116
-1% -$274K 2.14% 8
2023
Q2 		$24.1M Sell
298,378
-15,770
-5% -$1.29M 1.85% 8
2023
Q1 		$25M Sell
314,148
-6,022
-2% -$427K 1.99% 9
2022
Q4 		$21.7M Sell
320,170
-1,716
-0.5% -$101K 1.73% 11
2022
Q3 		$16M Sell
321,886
-5,020
-2% -$269K 1.38% 16
2022
Q2 		$18.2M Buy
326,906
+227,742
+230% +$12.6M 1.46% 14
2022
Q1 		$5.51M Sell
99,164
-10,582
-10% -$543K 0.49% 53
2021
Q4 		$6.15M Sell
109,746
-7,528
-6% -$408K 0.52% 51
2021
Q3 		$5.63M Sell
117,274
-1,564
-1% -$75.6K 0.53% 49
2021
Q2 		$4.98M Sell
118,838
-3,746
-3% -$145K 0.46% 55
2021
Q1 		$4.13M Sell
122,584
-244
-0.2% -$8.69K 0.4% 61
2020
Q4 		$4.29M Buy
122,828
+18,624
+18% +$644K 0.43% 60
2020
Q3 		$3.62M Buy
104,204
+19,728
+23% +$658K 0.4% 62
2020
Q2 		$2.77M Buy
84,476
+74,896
+782% +$2.39M 0.32% 71
2020
Q1 		$288K Buy
+9,580
New +$285K 0.04% 194
2018
Q1 		– Sell
-7,512
Closed -$201K – 314
2017
Q4 		$201K Buy
+7,512
New +$191K 0.02% 301

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

Bar Harbor Wealth Management's NVO Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its Novo Nordisk (NVO) stake by 18% in Q2 2026, buying an estimated $76.4K and bringing the position to 11,938 shares worth $572K. The position accounts for 0.03% of the portfolio, ranked #177.

Bar Harbor Wealth Management first reported a position in NVO in Q4 2017 and has held it in 27 quarters since. The position peaked at $30.6M in Q1 2024. 1,355 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Bar Harbor Wealth Management held 11,938 shares of Novo Nordisk worth $572K as of Q2 2026.
  • Bar Harbor Wealth Management bought 1,778 Novo Nordisk shares in Q2 2026, an estimated $76.4K.
  • Novo Nordisk made up 0.03% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Bar Harbor Wealth Management first reported a position in Novo Nordisk in Q4 2017 and has held it in 27 quarters since.
  • Bar Harbor Wealth Management's Novo Nordisk position peaked at $30.6M in Q1 2024.
  • 1,355 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.