Bartlett & Co Wealth Management’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.88M | Hold |
39,312
| – | – | 0.02% | 219 |
|
|
2026
Q1 | $1.75M | Sell |
39,312
-1,599
| -4% | -$75.8K | 0.02% | 223 |
|
|
2025
Q4 | $2.08M | Sell |
40,911
-105
| -0.3% | -$5.37K | 0.03% | 197 |
|
|
2025
Q3 | $2.28M | Sell |
41,016
-1,904
| -4% | -$111K | 0.03% | 193 |
|
|
2025
Q2 | $2.96M | Buy |
42,920
+34
| +0.1% | +$2.31K | 0.04% | 167 |
|
|
2025
Q1 | $3.03M | Sell |
42,886
-28,859
| -40% | -$2.38M | 0.04% | 159 |
|
|
2024
Q4 | $6.17M | Hold |
71,745
| – | – | 0.09% | 125 |
|
|
2024
Q3 | $8.54M | Sell |
71,745
-2,220
| -3% | -$296K | 0.12% | 110 |
|
|
2024
Q2 | $10.6M | Hold |
73,965
| – | – | 0.16% | 99 |
|
|
2024
Q1 | $9.57M | Sell |
73,965
-29,916
| -29% | -$3.56M | 0.15% | 105 |
|
|
2023
Q4 | $10.7M | Buy |
103,881
+607
| +0.6% | +$60K | 0.17% | 92 |
|
|
2023
Q3 | $9.39M | Hold |
103,274
| – | – | 0.17% | 94 |
|
|
2023
Q2 | $8.36M | Hold |
103,274
| – | – | 0.14% | 105 |
|
|
2023
Q1 | $8.28M | Hold |
103,274
| – | – | 0.16% | 99 |
|
|
2022
Q4 | $6.99M | Sell |
103,274
-3,114
| -3% | -$183K | 0.14% | 113 |
|
|
2022
Q3 | $5.3M | Hold |
106,388
| – | – | 0.11% | 124 |
|
|
2022
Q2 | $5.93M | Hold |
106,388
| – | – | 0.12% | 119 |
|
|
2022
Q1 | $5.96M | Sell |
106,388
-2,510
| -2% | -$129K | 0.1% | 125 |
|
|
2021
Q4 | $6.1M | Hold |
108,898
| – | – | 0.1% | 124 |
|
|
2021
Q3 | $5.23M | Sell |
108,898
-48
| -0% | -$2.32K | 0.1% | 122 |
|
|
2021
Q2 | $4.56M | Hold |
108,946
| – | – | 0.09% | 131 |
|
|
2021
Q1 | $3.68M | Sell |
108,946
-2,700
| -2% | -$96.2K | 0.07% | 136 |
|
|
2020
Q4 | $3.9M | Sell |
111,646
-1,728
| -2% | -$59.7K | 0.08% | 137 |
|
|
2020
Q3 | $3.94M | Sell |
113,374
-1,500
| -1% | -$50K | 0.09% | 133 |
|
|
2020
Q2 | $3.76M | Hold |
114,874
| – | – | 0.1% | 132 |
|
|
2020
Q1 | $3.5M | Sell |
114,874
-5,460
| -5% | -$163K | 0.11% | 127 |
|
|
2019
Q4 | $3.48M | Sell |
120,334
-720
| -0.6% | -$19.9K | 0.09% | 135 |
|
|
2019
Q3 | $3.13M | Buy |
121,054
+1,334
| +1% | +$33.7K | 0.08% | 142 |
|
|
2019
Q2 | $3.06M | Sell |
119,720
-780
| -0.6% | -$19.3K | 0.11% | 108 |
|
|
2019
Q1 | $3.2M | Sell |
120,500
-4,000
| -3% | -$98.3K | 0.12% | 105 |
|
|
2018
Q4 | $2.87M | Sell |
124,500
-180
| -0.1% | -$4K | 0.12% | 105 |
|
|
2018
Q3 | $2.94M | Hold |
124,680
| – | – | 0.11% | 107 |
|
|
2018
Q2 | $2.88M | Sell |
124,680
-810
| -0.6% | -$19.3K | 0.12% | 103 |
|
|
2018
Q1 | $3.14M | Buy |
+125,490
| New | +$3.29M | 0.13% | 98 |
|
Other funds holding NVO
F
Bartlett & Co Wealth Management's NVO Position: Q2 2026 in Review
Bartlett & Co Wealth Management held its Novo Nordisk (NVO) position steady in Q2 2026 at 39,312 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #219.
Bartlett & Co Wealth Management first reported a position in NVO in Q1 2018 and has held it in 34 quarters since. The position peaked at $10.7M in Q4 2023. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.
- Bartlett & Co Wealth Management held 39,312 shares of Novo Nordisk worth $1.88M as of Q2 2026.
- Bartlett & Co Wealth Management left its Novo Nordisk share count unchanged in Q2 2026.
- Novo Nordisk made up 0.02% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #219 holding.
- Bartlett & Co Wealth Management first reported a position in Novo Nordisk in Q1 2018 and has held it in 34 quarters since.
- Bartlett & Co Wealth Management's Novo Nordisk position peaked at $10.7M in Q4 2023.
- 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.