CWM
NVO

Cornerstone Wealth Management’s Novo Nordisk NVO Stock Holding History

Cornerstone 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 		$224K Buy
+4,675
New +$201K 0.01% 691
2026
Q1 		– Sell
-4,445
Closed -$226K – 729
2025
Q4 		$226K Buy
4,445
+500
+13% +$25.6K 0.01% 623
2025
Q3 		$219K Sell
3,945
-1,699
-30% -$99.5K 0.01% 621
2025
Q2 		$390K Sell
5,644
-1,220
-18% -$83K 0.02% 442
2025
Q1 		$477K Buy
6,864
+1,275
+23% +$105K 0.03% 376
2024
Q4 		$481K Buy
5,589
+1,183
+27% +$128K 0.03% 363
2024
Q3 		$525K Sell
4,406
-217
-5% -$28.9K 0.04% 342
2024
Q2 		$660K Buy
4,623
+295
+7% +$39.1K 0.05% 270
2024
Q1 		$556K Sell
4,328
-60
-1% -$7.14K 0.05% 313
2023
Q4 		$454K Sell
4,388
-1,016
-19% -$100K 0.04% 334
2023
Q3 		$491K Buy
5,404
+1,526
+39% +$134K 0.05% 312
2023
Q2 		$314K Sell
3,878
-168
-4% -$13.7K 0.03% 392
2023
Q1 		$322K Buy
+4,046
New +$287K 0.03% 362
2022
Q3 		$397K Sell
7,964
-86
-1% -$4.61K 0.04% 301
2022
Q2 		$448K Sell
8,050
-30
-0.4% -$1.67K 0.05% 283
2022
Q1 		$449K Sell
8,080
-1,268
-14% -$65.1K 0.04% 293
2021
Q4 		$523K Buy
9,348
+4,384
+88% +$237K 0.05% 277
2021
Q3 		$238K Buy
4,964
+86
+2% +$4.16K 0.03% 402
2021
Q2 		$204K Buy
+4,878
New +$189K 0.02% 455
2018
Q4 		– Sell
-413,368
Closed -$4.2M – 894
2018
Q3 		$4.2M Buy
413,368
+109,242
+36% +$2.67M 0.05% 331
2018
Q2 		$3.25M Buy
+304,126
New +$7.23M 0.04% 407
2018
Q1 		– Sell
-8,744
Closed -$239K – 416
2017
Q4 		$239K Buy
8,744
+344
+4% +$8.75K 0.04% 347
2017
Q3 		$207K Sell
8,400
-1,840
-18% -$41.6K 0.04% 362
2017
Q2 		$216K Buy
+10,240
New +$207K 0.05% 339

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 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
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
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

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

Cornerstone Wealth Management opened a new position in Novo Nordisk (NVO) in Q2 2026: 4,675 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in NVO as recently as Q4 2025.

Cornerstone Wealth Management first reported a position in NVO in Q2 2017 and has held it in 24 quarters since. The position peaked at $4.2M in Q3 2018. 387 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Cornerstone Wealth Management held 4,675 shares of Novo Nordisk worth $224K as of Q2 2026.
  • Novo Nordisk was a new Cornerstone Wealth Management position in Q2 2026.
  • Novo Nordisk made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #691 holding.
  • Cornerstone Wealth Management first reported a position in Novo Nordisk in Q2 2017 and has held it in 24 quarters since.
  • Cornerstone Wealth Management's Novo Nordisk position peaked at $4.2M in Q3 2018.
  • 387 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.