CCWM
NVO

Cassaday & Co Wealth Management’s Novo Nordisk NVO Stock Holding History

Cassaday & Co 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 		$84.7K Buy
1,767
+549
+45% +$23.6K ﹤0.01% 521
2026
Q1 		$44.8K Buy
+1,218
New +$57.7K ﹤0.01% 634
2024
Q4 		– Sell
-1,977
Closed -$235K – 332
2024
Q3 		$235K Buy
+1,977
New +$264K 0.01% 277

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

Cassaday & Co Wealth Management's NVO Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Novo Nordisk (NVO) stake by 45% in Q2 2026, buying an estimated $23.6K and bringing the position to 1,767 shares worth $84.7K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Cassaday & Co Wealth Management first reported a position in NVO in Q3 2024 and has held it in 3 quarters since. The position peaked at $235K in Q3 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,767 shares of Novo Nordisk worth $84.7K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 549 Novo Nordisk shares in Q2 2026, an estimated $23.6K.
  • Novo Nordisk made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #521 holding.
  • Cassaday & Co Wealth Management first reported a position in Novo Nordisk in Q3 2024 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Novo Nordisk position peaked at $235K in Q3 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.