BHPW
NVO

Beverly Hills Private Wealth’s Novo Nordisk NVO Stock Holding History

Beverly Hills Private Wealth’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 		$3.05M Buy
63,562
+13,219
+26% +$568K 0.58% 52
2026
Q1 		$1.85M Buy
50,343
+7,362
+17% +$349K 0.31% 89
2025
Q4 		$2.19M Sell
42,981
-2,920
-6% -$149K 0.37% 73
2025
Q3 		$2.55M Buy
45,901
+1,019
+2% +$59.6K 0.45% 62
2025
Q2 		$3.1M Buy
44,882
+1,679
+4% +$114K 0.58% 48
2025
Q1 		$3M Buy
43,203
+7,048
+19% +$582K 0.59% 45
2024
Q4 		$3.11M Buy
36,155
+6,200
+21% +$670K 0.63% 37
2024
Q3 		$3.57M Buy
29,955
+5,307
+22% +$708K 0.72% 30
2024
Q2 		$3.52M Buy
24,648
+4,083
+20% +$541K 0.76% 30
2024
Q1 		$2.64M Buy
20,565
+4,601
+29% +$548K 0.61% 40
2023
Q4 		$1.65M Buy
15,964
+3,325
+26% +$329K 0.43% 71
2023
Q3 		$1.15M Sell
12,639
-4,945
-28% -$436K 0.34% 76
2023
Q2 		$1.38M Buy
17,584
+5,532
+46% +$452K 0.23% 103
2023
Q1 		$959K Buy
12,052
+4,476
+59% +$317K 0.3% 86
2022
Q4 		$513K Buy
+7,576
New +$444K 0.22% 109

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

Beverly Hills Private Wealth's NVO Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Novo Nordisk (NVO) stake by 26% in Q2 2026, buying an estimated $568K and bringing the position to 63,562 shares worth $3.05M. The position accounts for 0.58% of the portfolio, ranked #52.

Beverly Hills Private Wealth first reported a position in NVO in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.57M in Q3 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Beverly Hills Private Wealth held 63,562 shares of Novo Nordisk worth $3.05M as of Q2 2026.
  • Beverly Hills Private Wealth bought 13,219 Novo Nordisk shares in Q2 2026, an estimated $568K.
  • Novo Nordisk made up 0.58% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #52 holding.
  • Beverly Hills Private Wealth first reported a position in Novo Nordisk in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Novo Nordisk position peaked at $3.57M in Q3 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.