Buck Wealth Strategies’s Novo Nordisk NVO Stock Holding History

Buck Wealth Strategies’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	$7.19K	Buy	+150	New	+$6.45K	﹤0.01%	661
2024 Q3	–	Sell	-2,393	Closed	-$342K	–	69
2024 Q2	$342K	Buy	+2,393	New	+$317K	0.1%	64
2024 Q1	–	Sell	-2,135	Closed	-$221K	–	95
2023 Q4	$221K	Buy	2,135 +939	+79%	+$92.9K	0.08%	61
2023 Q3	$109K	Hold	1,196	–	–	0.04%	72
2023 Q2	$96.8K	Buy	1,196 +10	+0.8%	+$817	0.04%	55
2023 Q1	$94.4K	Buy	+1,186	New	+$84.1K	0.05%	47

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Buck Wealth Strategies's NVO Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Novo Nordisk (NVO) in Q2 2026: 150 shares worth $7.19K. The stake represents ﹤0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in NVO as recently as Q2 2024.

Buck Wealth Strategies first reported a position in NVO in Q1 2023 and has held it in 6 quarters since. The position peaked at $342K in Q2 2024. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Buck Wealth Strategies held 150 shares of Novo Nordisk worth $7.19K as of Q2 2026.
Novo Nordisk was a new Buck Wealth Strategies position in Q2 2026.
Novo Nordisk made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #661 holding.
Buck Wealth Strategies first reported a position in Novo Nordisk in Q1 2023 and has held it in 6 quarters since.
Buck Wealth Strategies's Novo Nordisk position peaked at $342K in Q2 2024.
1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.