CWM
NVO

Cabot Wealth Management’s Novo Nordisk NVO Stock Holding History

Cabot 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 		$292K Sell
6,083
-3,541
-37% -$152K 0.03% 124
2026
Q1 		$354K Sell
9,624
-147,634
-94% -$7M 0.04% 110
2025
Q4 		$8M Buy
157,258
+17,200
+12% +$880K 0.88% 44
2025
Q3 		$7.77M Sell
140,058
-663
-0.5% -$38.8K 0.86% 44
2025
Q2 		$9.71M Buy
140,721
+9,992
+8% +$680K 1.16% 36
2025
Q1 		$9.08M Buy
130,729
+9,534
+8% +$787K 1.16% 37
2024
Q4 		$10.4M Buy
121,195
+2,848
+2% +$308K 1.32% 32
2024
Q3 		$14.1M Sell
118,347
-759
-0.6% -$101K 1.76% 21
2024
Q2 		$17M Sell
119,106
-1,552
-1% -$206K 2.23% 14
2024
Q1 		$15.5M Buy
120,658
+466
+0.4% +$55.5K 2.03% 18
2023
Q4 		$12.4M Buy
120,192
+568
+0.5% +$56.2K 1.73% 23
2023
Q3 		$10.9M Buy
119,624
+4,798
+4% +$423K 1.67% 22
2023
Q2 		$9.29M Sell
114,826
-38,872
-25% -$3.18M 1.39% 31
2023
Q1 		$12.2M Buy
153,698
+1,358
+0.9% +$96.3K 1.93% 20
2022
Q4 		$10.3M Sell
152,340
-6,426
-4% -$377K 1.74% 21
2022
Q3 		$7.91M Sell
158,766
-7,502
-5% -$402K 1.34% 31
2022
Q2 		$9.26M Sell
166,268
-3,406
-2% -$189K 1.47% 29
2022
Q1 		$9.42M Buy
169,674
+142
+0.1% +$7.29K 1.27% 30
2021
Q4 		$9.49M Sell
169,532
-1,752
-1% -$94.9K 1.2% 34
2021
Q3 		$8.22M Buy
171,284
+198
+0.1% +$9.57K 1.1% 39
2021
Q2 		$7.17M Sell
171,086
-17,378
-9% -$674K 0.96% 41
2021
Q1 		$6.35M Sell
188,464
-12,254
-6% -$436K 0.9% 42
2020
Q4 		$7.01M Buy
200,718
+4,008
+2% +$139K 1.08% 40
2020
Q3 		$6.83M Sell
196,710
-4,574
-2% -$152K 1.24% 36
2020
Q2 		$6.59M Sell
201,284
-6,710
-3% -$214K 1.31% 33
2020
Q1 		$6.26M Sell
207,994
-4,562
-2% -$136K 1.5% 28
2019
Q4 		$6.15M Sell
212,556
-162
-0.1% -$4.49K 1.19% 32
2019
Q3 		$5.5M Sell
212,718
-2,246
-1% -$56.8K 1.16% 34
2019
Q2 		$5.49M Sell
214,964
-11,844
-5% -$293K 1.16% 33
2019
Q1 		$5.93M Buy
226,808
+6
+0% +$147 1.3% 29
2018
Q4 		$5.22M Sell
226,802
-474
-0.2% -$10.5K 1.28% 29
2018
Q3 		$5.36M Sell
227,276
-3,988
-2% -$97.3K 1.15% 33
2018
Q2 		$5.33M Sell
231,264
-1,506
-0.6% -$35.8K 1.19% 33
2018
Q1 		$5.73M Buy
232,770
+4,128
+2% +$108K 1.28% 31
2017
Q4 		$6.14M Buy
228,642
+3,692
+2% +$93.9K 1.33% 30
2017
Q3 		$5.42M Buy
224,950
+2,624
+1% +$59.3K 1.22% 38
2017
Q2 		$4.77M Buy
222,326
+5,014
+2% +$101K 1.11% 36
2017
Q1 		$3.73M Buy
217,312
+8,132
+4% +$142K 0.92% 40
2016
Q4 		$3.75M Sell
209,180
-40,722
-16% -$738K 1.02% 35
2016
Q3 		$5.2M Buy
249,902
+11,842
+5% +$294K 1.34% 23
2016
Q2 		$6.4M Buy
238,060
+524
+0.2% +$14.4K 1.69% 15
2016
Q1 		$6.44M Sell
237,536
-1,702
-0.7% -$45.6K 1.79% 14
2015
Q4 		$6.95M Buy
239,238
+2,892
+1% +$80K 1.78% 12
2015
Q3 		$6.41M Buy
236,346
+2,252
+1% +$63.8K 1.77% 12
2015
Q2 		$6.41M Sell
234,094
-138,430
-37% -$3.89M 1.56% 13
2015
Q1 		$9.95M Sell
372,524
-3,336
-0.9% -$76.8K 2.42% 3
2014
Q4 		$7.95M Buy
375,860
+4,162
+1% +$93K 1.96% 7
2014
Q3 		$8.85M Buy
371,698
+784
+0.2% +$18K 2.26% 1
2014
Q2 		$8.57M Buy
370,914
+2,216
+0.6% +$48.9K 2.15% 3
2014
Q1 		$8.42M Buy
368,698
+3,638
+1% +$77.5K 2.21% 2
2013
Q4 		$6.75M Buy
365,060
+171,540
+89% +$2.99M 1.76% 1
2013
Q3 		$3.27M Buy
+193,520
New +$3.25M 0.98% 41

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

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

Cabot Wealth Management reduced its Novo Nordisk (NVO) stake by 37% in Q2 2026, selling an estimated $152K and leaving 6,083 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #124.

Cabot Wealth Management first reported a position in NVO in Q3 2013 and has held it in 52 quarters since. The position peaked at $17M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Cabot Wealth Management held 6,083 shares of Novo Nordisk worth $292K as of Q2 2026.
  • Cabot Wealth Management sold 3,541 Novo Nordisk shares in Q2 2026, an estimated $152K.
  • Novo Nordisk made up 0.03% of Cabot Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Cabot Wealth Management first reported a position in Novo Nordisk in Q3 2013 and has held it in 52 quarters since.
  • Cabot Wealth Management's Novo Nordisk position peaked at $17M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.