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

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 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. 387 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.
  • 387 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.