Bullock Wealth Management’s Novo Nordisk NVO Stock Holding History

Bullock Wealth Management’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	$11.9K	Hold	245	–	–	0.01%	421
2026 Q1	$8.94K	Sell	245 -11	-4%	-$521	﹤0.01%	433
2025 Q4	$13K	Sell	256 -50	-16%	-$2.56K	0.01%	380
2025 Q3	$18.1K	Sell	306 -52	-15%	-$3.04K	0.01%	359
2025 Q2	$25K	Buy	358 +117	+49%	+$7.96K	0.01%	299
2025 Q1	$16.4K	Sell	241 -2,765	-92%	-$228K	0.01%	327
2024 Q4	$259K	Buy	3,006 +2,138	+246%	+$231K	0.15%	123
2024 Q3	$102K	Buy	868 +277	+47%	+$36.9K	0.06%	191
2024 Q2	$85.9K	Buy	591 +6	+1%	+$795	0.06%	193
2024 Q1	$74.6K	Buy	+585	New	+$69.6K	0.05%	207

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

Bullock Wealth Management's NVO Position: Q2 2026 in Review

Bullock Wealth Management held its Novo Nordisk (NVO) position steady in Q2 2026 at 245 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #421.

Bullock Wealth Management first reported a position in NVO in Q1 2024 and has held it in 10 quarters since. The position peaked at $259K in Q4 2024. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Bullock Wealth Management held 245 shares of Novo Nordisk worth $11.9K as of Q2 2026.
Bullock Wealth Management left its Novo Nordisk share count unchanged in Q2 2026.
Novo Nordisk made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #421 holding.
Bullock Wealth Management first reported a position in Novo Nordisk in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Novo Nordisk position peaked at $259K in Q4 2024.
1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.