BEI
NVO

Benjamin Edwards Inc’s Novo Nordisk NVO Stock Holding History

Benjamin Edwards Inc’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 		$2.19M Sell
45,758
-4,106
-8% -$176K 0.02% 546
2026
Q1 		$1.83M Buy
49,864
+15,963
+47% +$756K 0.02% 571
2025
Q4 		$1.72M Buy
33,901
+4,547
+15% +$233K 0.02% 555
2025
Q3 		$1.63M Sell
29,354
-5,497
-16% -$322K 0.02% 542
2025
Q2 		$2.41M Buy
34,851
+9,058
+35% +$616K 0.03% 422
2025
Q1 		$1.79M Sell
25,793
-1,132
-4% -$93.5K 0.03% 445
2024
Q4 		$2.32M Buy
26,925
+1,228
+5% +$133K 0.03% 411
2024
Q3 		$3.06M Buy
25,697
+22,242
+644% +$2.97M 0.04% 347
2024
Q2 		$493K Buy
3,455
+87
+3% +$11.5K 0.09% 222
2024
Q1 		$432K Sell
3,368
-25
-0.7% -$2.98K 0.09% 236
2023
Q4 		$351K Buy
3,393
+27
+0.8% +$2.67K 0.08% 234
2023
Q3 		$306K Sell
3,366
-30
-0.9% -$2.64K 0.07% 222
2023
Q2 		$275K Buy
3,396
+3,310
+3,849% +$270K 0.06% 236
2023
Q1 		$7K Hold
86
– – ﹤0.01% 608
2022
Q4 		$6K Hold
86
– – ﹤0.01% 628
2022
Q3 		$4K Hold
86
– – ﹤0.01% 626
2022
Q2 		$5K Hold
86
– – ﹤0.01% 622
2022
Q1 		$5K Sell
86
-746
-90% -$38.3K ﹤0.01% 652
2021
Q4 		$47K Buy
+832
New +$45.1K 0.02% 422

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

Benjamin Edwards Inc's NVO Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Novo Nordisk (NVO) stake by 8.2% in Q2 2026, selling an estimated $176K and leaving 45,758 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #546.

Benjamin Edwards Inc first reported a position in NVO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.06M in Q3 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Benjamin Edwards Inc held 45,758 shares of Novo Nordisk worth $2.19M as of Q2 2026.
  • Benjamin Edwards Inc sold 4,106 Novo Nordisk shares in Q2 2026, an estimated $176K.
  • Novo Nordisk made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #546 holding.
  • Benjamin Edwards Inc first reported a position in Novo Nordisk in Q4 2021 and has held it in 19 quarters since.
  • Benjamin Edwards Inc's Novo Nordisk position peaked at $3.06M in Q3 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.