Corient Private Wealth
NVO

Corient Private Wealth’s Novo Nordisk NVO Stock Holding History

Corient Private Wealth’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 		$31.1M Sell
649,429
-23,570
-4% -$1.01M 0.04% 317
2026
Q1 		$23.6M Sell
672,999
-36,354
-5% -$1.72M 0.03% 367
2025
Q4 		$36.1M Sell
709,353
-18,727
-3% -$958K 0.05% 299
2025
Q3 		$40.4M Sell
728,080
-323,325
-31% -$18.9M 0.06% 265
2025
Q2 		$72.6M Sell
1,051,405
-73,013
-6% -$4.97M 0.1% 187
2025
Q1 		$78.1M Sell
1,124,418
-152,292
-12% -$12.6M 0.13% 167
2024
Q4 		$107M Sell
1,276,710
-120,864
-9% -$13.1M 0.18% 123
2024
Q3 		$166M Buy
1,397,574
+7,983
+0.6% +$1.06M 0.26% 87
2024
Q2 		$198M Buy
1,389,591
+88,599
+7% +$11.7M 0.35% 59
2024
Q1 		$167M Buy
1,300,992
+52,777
+4% +$6.28M 0.3% 75
2023
Q4 		$129M Buy
1,248,215
+411,907
+49% +$40.7M 0.24% 97
2023
Q3 		$76.1M Buy
836,308
+24,896
+3% +$2.19M 0.17% 132
2023
Q2 		$65.7M Buy
811,412
+178,682
+28% +$14.6M 0.15% 151
2023
Q1 		$50.3M Buy
632,730
+494,890
+359% +$35.1M 0.14% 158
2022
Q4 		$9.33M Buy
+137,840
New +$8.08M 0.03% 378

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

Corient Private Wealth's NVO Position: Q2 2026 in Review

Corient Private Wealth reduced its Novo Nordisk (NVO) stake by 3.5% in Q2 2026, selling an estimated $1.01M and leaving 649,429 shares worth $31.1M. The position accounts for 0.04% of the portfolio, ranked #317.

Corient Private Wealth first reported a position in NVO in Q4 2022 and has held it in 15 quarters since. The position peaked at $198M in Q2 2024. 1,354 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Corient Private Wealth held 649,429 shares of Novo Nordisk worth $31.1M as of Q2 2026.
  • Corient Private Wealth sold 23,570 Novo Nordisk shares in Q2 2026, an estimated $1.01M.
  • Novo Nordisk made up 0.04% of Corient Private Wealth's portfolio in Q2 2026, its #317 holding.
  • Corient Private Wealth first reported a position in Novo Nordisk in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Novo Nordisk position peaked at $198M in Q2 2024.
  • 1,354 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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