Diversify Wealth Management’s Novo Nordisk NVO Stock Holding History

Diversify 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	$772K	Buy	15,548 +1,546	+11%	+$66.4K	0.01%	727
2026 Q1	$564K	Sell	14,002 -6,129	-30%	-$290K	0.01%	776
2025 Q4	$1.2M	Sell	20,131 -4,699	-19%	-$240K	0.06%	286
2025 Q3	$1.22M	Buy	24,830 +1,123	+5%	+$65.7K	0.07%	250
2025 Q2	$1.18M	Buy	23,707 +1,917	+9%	+$130K	0.07%	250
2025 Q1	$1.42M	Sell	21,790 -2,903	-12%	-$240K	0.11%	201
2024 Q4	$2.13M	Sell	24,693 -11,099	-31%	-$1.2M	0.17%	150
2024 Q3	$4.14M	Buy	35,792 +1,183	+3%	+$158K	0.4%	66
2024 Q2	$4.36M	Buy	+34,609	New	+$4.59M	0.54%	42

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Diversify Wealth Management increased its Novo Nordisk (NVO) stake by 11% in Q2 2026, buying an estimated $66.4K and bringing the position to 15,548 shares worth $772K. The position accounts for 0.01% of the portfolio, ranked #727.

Diversify Wealth Management first reported a position in NVO in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.36M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Diversify Wealth Management held 15,548 shares of Novo Nordisk worth $772K as of Q2 2026.
Diversify Wealth Management bought 1,546 Novo Nordisk shares in Q2 2026, an estimated $66.4K.
Novo Nordisk made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #727 holding.
Diversify Wealth Management first reported a position in Novo Nordisk in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Novo Nordisk position peaked at $4.36M in Q2 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.