BWL
NVO

Bogart Wealth LLC’s Novo Nordisk NVO Stock Holding History

Bogart Wealth LLC’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 		$41.6K Buy
868
+27
+3% +$1.16K ﹤0.01% 587
2026
Q1 		$30.9K Hold
841
– – ﹤0.01% 613
2025
Q4 		$42.8K Sell
841
-261
-24% -$13.3K ﹤0.01% 513
2025
Q3 		$61.1K Buy
1,102
+245
+29% +$14.3K ﹤0.01% 414
2025
Q2 		$59.1K Sell
857
-85
-9% -$5.78K ﹤0.01% 415
2025
Q1 		$65.4K Buy
942
+4
+0.4% +$330 ﹤0.01% 368
2024
Q4 		$80.7K Sell
938
-304
-24% -$32.9K ﹤0.01% 333
2024
Q3 		$148K Buy
1,242
+18
+1% +$2.4K 0.01% 251
2024
Q2 		$175K Buy
1,224
+210
+21% +$27.8K 0.01% 221
2024
Q1 		$130K Buy
1,014
+22
+2% +$2.62K 0.01% 241
2023
Q4 		$103K Hold
992
– – 0.01% 267
2023
Q3 		$90.2K Hold
992
– – 0.01% 264
2023
Q2 		$80.3K Hold
992
– – 0.01% 266
2023
Q1 		$78.9K Buy
992
+512
+107% +$36.3K 0.01% 253
2022
Q4 		$32.5K Buy
480
+8
+2% +$469 ﹤0.01% 363
2022
Q3 		$24K Hold
472
– – ﹤0.01% 403
2022
Q2 		$26K Hold
472
– – ﹤0.01% 382
2022
Q1 		$26K Hold
472
– – ﹤0.01% 351
2021
Q4 		$26K Buy
472
+154
+48% +$8.34K ﹤0.01% 337
2021
Q3 		$15K Hold
318
– – ﹤0.01% 400
2021
Q2 		$13K Hold
318
– – ﹤0.01% 410
2021
Q1 		$11K Buy
+318
New +$11.3K ﹤0.01% 407

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

Bogart Wealth LLC's NVO Position: Q2 2026 in Review

Bogart Wealth LLC increased its Novo Nordisk (NVO) stake by 3.2% in Q2 2026, buying an estimated $1.16K and bringing the position to 868 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Bogart Wealth LLC first reported a position in NVO in Q1 2021 and has held it in 22 quarters since. The position peaked at $175K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Bogart Wealth LLC held 868 shares of Novo Nordisk worth $41.6K as of Q2 2026.
  • Bogart Wealth LLC bought 27 Novo Nordisk shares in Q2 2026, an estimated $1.16K.
  • Novo Nordisk made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #587 holding.
  • Bogart Wealth LLC first reported a position in Novo Nordisk in Q1 2021 and has held it in 22 quarters since.
  • Bogart Wealth LLC's Novo Nordisk position peaked at $175K in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.