DWM
NVO

Dakota Wealth Management’s Novo Nordisk NVO Stock Holding History

Dakota 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 		$231K Buy
+4,809
New +$207K ﹤0.01% 723
2025
Q3 		– Sell
-17,301
Closed -$1.19M – 747
2025
Q2 		$1.19M Sell
17,301
-3,302
-16% -$225K 0.03% 355
2025
Q1 		$1.43M Sell
20,603
-3,381
-14% -$279K 0.03% 309
2024
Q4 		$2.06M Sell
23,984
-9,924
-29% -$1.07M 0.05% 256
2024
Q3 		$4.04M Sell
33,908
-2,955
-8% -$394K 0.09% 191
2024
Q2 		$5.26M Sell
36,863
-910
-2% -$121K 0.12% 154
2024
Q1 		$4.85M Buy
37,773
+14,221
+60% +$1.69M 0.12% 158
2023
Q4 		$2.44M Sell
23,552
-1,231
-5% -$122K 0.09% 202
2023
Q3 		$2.25M Buy
24,783
+1,035
+4% +$91.2K 0.1% 187
2023
Q2 		$1.92M Buy
23,748
+10,380
+78% +$848K 0.09% 184
2023
Q1 		$1.06M Buy
13,368
+254
+2% +$18K 0.07% 225
2022
Q4 		$887K Buy
13,114
+88
+0.7% +$5.16K 0.06% 236
2022
Q3 		$649K Buy
13,026
+58
+0.4% +$3.11K 0.05% 295
2022
Q2 		$722K Buy
+12,968
New +$720K 0.07% 231

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

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

Dakota Wealth Management opened a new position in Novo Nordisk (NVO) in Q2 2026: 4,809 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #723 among its holdings. This is a return to the name: Dakota Wealth Management previously reported a position in NVO as recently as Q2 2025.

Dakota Wealth Management first reported a position in NVO in Q2 2022 and has held it in 14 quarters since. The position peaked at $5.26M in Q2 2024. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Dakota Wealth Management held 4,809 shares of Novo Nordisk worth $231K as of Q2 2026.
  • Novo Nordisk was a new Dakota Wealth Management position in Q2 2026.
  • Novo Nordisk made up ﹤0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #723 holding.
  • Dakota Wealth Management first reported a position in Novo Nordisk in Q2 2022 and has held it in 14 quarters since.
  • Dakota Wealth Management's Novo Nordisk position peaked at $5.26M in Q2 2024.
  • 1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.