Dynasty Wealth Management’s Novo Nordisk NVO Stock Holding History

Dynasty 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	$533K	Buy	+11,125	New	+$478K	﹤0.01%	250
2026 Q1	–	Sell	-7,303	Closed	-$372K	–	370
2025 Q4	$372K	Sell	7,303 -584	-7%	-$29.9K	﹤0.01%	265
2025 Q3	$438K	Buy	+7,887	New	+$462K	0.01%	234
2025 Q1	–	Sell	-10,546	Closed	-$907K	–	262
2024 Q4	$907K	Sell	10,546 -1,214	-10%	-$131K	0.02%	154
2024 Q3	$1.4M	Sell	11,760 -490	-4%	-$65.3K	0.04%	102
2024 Q2	$1.75M	Buy	12,250 +1,010	+9%	+$134K	0.05%	86
2024 Q1	$1.44M	Buy	+11,240	New	+$1.34M	0.05%	91

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

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

Dynasty Wealth Management opened a new position in Novo Nordisk (NVO) in Q2 2026: 11,125 shares worth $533K. The stake represents ﹤0.01% of the portfolio and ranks #250 among its holdings. This is a return to the name: Dynasty Wealth Management previously reported a position in NVO as recently as Q4 2025.

Dynasty Wealth Management first reported a position in NVO in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.75M in Q2 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Dynasty Wealth Management held 11,125 shares of Novo Nordisk worth $533K as of Q2 2026.
Novo Nordisk was a new Dynasty Wealth Management position in Q2 2026.
Novo Nordisk made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #250 holding.
Dynasty Wealth Management first reported a position in Novo Nordisk in Q1 2024 and has held it in 7 quarters since.
Dynasty Wealth Management's Novo Nordisk position peaked at $1.75M in Q2 2024.
1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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