BDPWM
NVO

Barnes Dennig Private Wealth Management’s Novo Nordisk NVO Stock Holding History

Barnes Dennig Private 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 		$3.26K Hold
68
– – ﹤0.01% 276
2026
Q1 		$2.5K Hold
68
– – ﹤0.01% 281
2025
Q4 		$3.46K Hold
68
– – ﹤0.01% 280
2025
Q3 		$3.77K Hold
68
– – ﹤0.01% 267
2025
Q2 		$4.69K Hold
68
– – 0.01% 249
2025
Q1 		$4.72K Buy
+68
New +$5.62K 0.01% 173

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

Barnes Dennig Private Wealth Management's NVO Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its Novo Nordisk (NVO) position steady in Q2 2026 at 68 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Barnes Dennig Private Wealth Management first reported a position in NVO in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.72K in Q1 2025. 387 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 68 shares of Novo Nordisk worth $3.26K as of Q2 2026.
  • Barnes Dennig Private Wealth Management left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up ﹤0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Novo Nordisk in Q1 2025 and has held it in 6 quarters since.
  • Barnes Dennig Private Wealth Management's Novo Nordisk position peaked at $4.72K in Q1 2025.
  • 387 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.