CWA
NVO

Carolina Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Carolina Wealth Advisors’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 		$2.5M Sell
52,148
-847
-2% -$36.4K 0.98% 33
2026
Q1 		$1.95M Sell
52,995
-59,852
-53% -$2.84M 0.81% 47
2025
Q4 		$5.74M Sell
112,847
-4,126
-4% -$211K 2.56% 15
2025
Q3 		$6.49M Buy
116,973
+102,629
+715% +$6.01M 2.8% 11
2025
Q2 		$990K Buy
14,344
+4,310
+43% +$293K 0.49% 43
2025
Q1 		$697K Buy
10,034
+8,378
+506% +$692K 0.38% 44
2024
Q4 		$142K Buy
1,656
+1,251
+309% +$135K 0.08% 73
2024
Q3 		$48.2K Buy
+405
New +$54K 0.02% 116
2022
Q1 		– Sell
-91,478
Closed -$5.12M – 295
2021
Q4 		$5.12M Buy
91,478
+4,748
+5% +$257K 2.89% 14
2021
Q3 		$4.16M Buy
86,730
+2,210
+3% +$107K 2.76% 16
2021
Q2 		$3.54M Buy
84,520
+3,254
+4% +$126K 2.39% 18
2021
Q1 		$2.74M Buy
81,266
+3,220
+4% +$115K 2% 26
2020
Q4 		$2.73M Sell
78,046
-7,374
-9% -$255K 2.19% 19
2020
Q3 		$2.96M Sell
85,420
-462
-0.5% -$15.4K 2.6% 15
2020
Q2 		$2.81M Buy
85,882
+628
+0.7% +$20K 2.72% 15
2020
Q1 		$2.57M Buy
85,254
+408
+0.5% +$12.1K 2.97% 16
2019
Q4 		$2.46M Buy
+84,846
New +$2.35M 2.33% 20

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Carolina Wealth Advisors's NVO Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Novo Nordisk (NVO) stake by 1.6% in Q2 2026, selling an estimated $36.4K and leaving 52,148 shares worth $2.5M. The position accounts for 0.98% of the portfolio, ranked #33.

Carolina Wealth Advisors first reported a position in NVO in Q4 2019 and has held it in 17 quarters since. The position peaked at $6.49M in Q3 2025. 543 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Carolina Wealth Advisors held 52,148 shares of Novo Nordisk worth $2.5M as of Q2 2026.
  • Carolina Wealth Advisors sold 847 Novo Nordisk shares in Q2 2026, an estimated $36.4K.
  • Novo Nordisk made up 0.98% of Carolina Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Carolina Wealth Advisors first reported a position in Novo Nordisk in Q4 2019 and has held it in 17 quarters since.
  • Carolina Wealth Advisors's Novo Nordisk position peaked at $6.49M in Q3 2025.
  • 543 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.