EWM
NVO

Empirical Wealth Management’s Novo Nordisk NVO Stock Holding History

Empirical 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 		$319K Buy
+6,657
New +$286K ﹤0.01% 850
2025
Q4 		– Sell
-6,861
Closed -$381K – 954
2025
Q3 		$381K Buy
6,861
+101
+1% +$5.91K 0.01% 550
2025
Q2 		$467K Buy
6,760
+232
+4% +$15.8K 0.01% 431
2025
Q1 		$453K Sell
6,528
-925
-12% -$76.4K 0.01% 424
2024
Q4 		$641K Buy
7,453
+578
+8% +$62.5K 0.02% 344
2024
Q3 		$819K Buy
6,875
+463
+7% +$61.7K 0.02% 297
2024
Q2 		$915K Buy
6,412
+1,890
+42% +$250K 0.03% 269
2024
Q1 		$581K Sell
4,522
-348
-7% -$41.4K 0.02% 324
2023
Q4 		$504K Buy
4,870
+1,608
+49% +$159K 0.02% 320
2023
Q3 		$297K Buy
+3,262
New +$287K 0.01% 371

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Empirical Wealth Management opened a new position in Novo Nordisk (NVO) in Q2 2026: 6,657 shares worth $319K. The stake represents ﹤0.01% of the portfolio and ranks #850 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in NVO as recently as Q3 2025.

Empirical Wealth Management first reported a position in NVO in Q3 2023 and has held it in 10 quarters since. The position peaked at $915K in Q2 2024. 960 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Empirical Wealth Management held 6,657 shares of Novo Nordisk worth $319K as of Q2 2026.
  • Novo Nordisk was a new Empirical Wealth Management position in Q2 2026.
  • Novo Nordisk made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #850 holding.
  • Empirical Wealth Management first reported a position in Novo Nordisk in Q3 2023 and has held it in 10 quarters since.
  • Empirical Wealth Management's Novo Nordisk position peaked at $915K in Q2 2024.
  • 960 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.