CW
NVO

CreativeOne Wealth’s Novo Nordisk NVO Stock Holding History

CreativeOne 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 		$386K Sell
8,049
-2,655
-25% -$114K 0.01% 889
2026
Q1 		$393K Buy
10,704
+5,346
+100% +$253K 0.01% 881
2025
Q4 		$273K Sell
5,358
-955
-15% -$48.8K 0.01% 992
2025
Q3 		$350K Buy
+6,313
New +$370K 0.01% 892
2025
Q2 		– Sell
-6,359
Closed -$442K – 1160
2025
Q1 		$442K Sell
6,359
-13,685
-68% -$1.13M 0.01% 722
2024
Q4 		$1.72M Sell
20,044
-419
-2% -$45.3K 0.05% 323
2024
Q3 		$2.44M Buy
20,463
+12,552
+159% +$1.67M 0.08% 231
2024
Q2 		$1.13M Sell
7,911
-9,647
-55% -$1.28M 0.06% 300
2024
Q1 		$2.25M Buy
17,558
+12,132
+224% +$1.44M 0.09% 213
2023
Q4 		$562K Buy
5,426
+3,214
+145% +$318K 0.04% 345
2023
Q3 		$201K Sell
2,212
-10,400
-82% -$916K 0.01% 541
2023
Q2 		$1.02M Buy
12,612
+2,968
+31% +$242K 0.05% 329
2023
Q1 		$767K Sell
9,644
-148
-2% -$10.5K 0.04% 363
2022
Q4 		$663K Buy
+9,792
New +$574K 0.04% 360

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

CreativeOne Wealth's NVO Position: Q2 2026 in Review

CreativeOne Wealth reduced its Novo Nordisk (NVO) stake by 25% in Q2 2026, selling an estimated $114K and leaving 8,049 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #889.

CreativeOne Wealth first reported a position in NVO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.44M in Q3 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • CreativeOne Wealth held 8,049 shares of Novo Nordisk worth $386K as of Q2 2026.
  • CreativeOne Wealth sold 2,655 Novo Nordisk shares in Q2 2026, an estimated $114K.
  • Novo Nordisk made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #889 holding.
  • CreativeOne Wealth first reported a position in Novo Nordisk in Q4 2022 and has held it in 14 quarters since.
  • CreativeOne Wealth's Novo Nordisk position peaked at $2.44M in Q3 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.