CWM
NVO

Circle Wealth Management’s Novo Nordisk NVO Stock Holding History

Circle 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 		– Sell
-6,076
Closed -$223K – 273
2026
Q1 		$223K Buy
+6,076
New +$288K ﹤0.01% 251

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

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

Circle Wealth Management sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 6,076 shares — an estimated $223K sold.

Circle Wealth Management first reported a position in NVO in Q1 2026 and held it in 1 quarter. The position peaked at $223K in Q1 2026. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Circle Wealth Management reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Circle Wealth Management sold 6,076 Novo Nordisk shares in Q2 2026, an estimated $223K.
  • Circle Wealth Management first reported a position in Novo Nordisk in Q1 2026 and held it in 1 quarter.
  • Circle Wealth Management's Novo Nordisk position peaked at $223K in Q1 2026.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.