DWM
NVO

Defined Wealth Management’s Novo Nordisk NVO Stock Holding History

Defined 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 		$258K Buy
+5,392
New +$232K 0.13% 105
2026
Q1 		– Sell
-5,199
Closed -$265K – 111
2025
Q4 		$265K Sell
5,199
-797
-13% -$40.8K 0.15% 101
2025
Q3 		$333K Sell
5,996
-1,282
-18% -$75K 0.19% 89
2025
Q2 		$502K Buy
7,278
+785
+12% +$53.4K 0.31% 76
2025
Q1 		$451K Sell
6,493
-27
-0.4% -$2.23K 0.3% 77
2024
Q4 		$561K Sell
6,520
-16
-0.2% -$1.73K 0.37% 60
2024
Q3 		$778K Buy
6,536
+21
+0.3% +$2.8K 0.51% 50
2024
Q2 		$930K Buy
6,515
+66
+1% +$8.75K 0.65% 42
2024
Q1 		$828K Sell
6,449
-43
-0.7% -$5.12K 0.59% 45
2023
Q4 		$672K Buy
6,492
+106
+2% +$10.5K 0.51% 50
2023
Q3 		$581K Sell
6,386
-204
-3% -$18K 0.5% 54
2023
Q2 		$533K Buy
6,590
+10
+0.2% +$817 0.45% 57
2023
Q1 		$524K Hold
6,580
– – 0.49% 52
2022
Q4 		$445K Buy
6,580
+260
+4% +$15.2K 0.42% 66
2022
Q3 		$315K Buy
6,320
+70
+1% +$3.75K 0.34% 67
2022
Q2 		$348K Sell
6,250
-100
-2% -$5.55K 0.36% 67
2022
Q1 		$353K Hold
6,350
– – 0.31% 72
2021
Q4 		$356K Hold
6,350
– – 0.29% 71
2021
Q3 		$305K Hold
6,350
– – 0.27% 79
2021
Q2 		$266K Hold
6,350
– – 0.24% 83
2021
Q1 		$214K Hold
6,350
– – 0.2% 88
2020
Q4 		$222K Buy
+6,350
New +$219K 0.22% 82

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

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

Defined Wealth Management opened a new position in Novo Nordisk (NVO) in Q2 2026: 5,392 shares worth $258K. The stake represents 0.13% of the portfolio and ranks #105 among its holdings. This is a return to the name: Defined Wealth Management previously reported a position in NVO as recently as Q4 2025.

Defined Wealth Management first reported a position in NVO in Q4 2020 and has held it in 22 quarters since. The position peaked at $930K in Q2 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Defined Wealth Management held 5,392 shares of Novo Nordisk worth $258K as of Q2 2026.
  • Novo Nordisk was a new Defined Wealth Management position in Q2 2026.
  • Novo Nordisk made up 0.13% of Defined Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Defined Wealth Management first reported a position in Novo Nordisk in Q4 2020 and has held it in 22 quarters since.
  • Defined Wealth Management's Novo Nordisk position peaked at $930K in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.