Envestnet Portfolio Solutions
NVO

Envestnet Portfolio Solutions’s Novo Nordisk NVO Stock Holding History

Envestnet Portfolio Solutions’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 		$777K Buy
16,205
+1,444
+10% +$62K ﹤0.01% 805
2026
Q1 		$542K Sell
14,761
-25,668
-63% -$1.22M ﹤0.01% 863
2025
Q4 		$2.06M Sell
40,429
-1,056
-3% -$54K 0.01% 538
2025
Q3 		$2.3M Sell
41,485
-9,385
-18% -$549K 0.01% 500
2025
Q2 		$3.51M Sell
50,870
-23,699
-32% -$1.61M 0.01% 433
2025
Q1 		$5.18M Sell
74,569
-42,157
-36% -$3.48M 0.02% 357
2024
Q4 		$10M Sell
116,726
-5,726
-5% -$619K 0.03% 249
2024
Q3 		$14.6M Sell
122,452
-60
-0% -$8K 0.05% 190
2024
Q2 		$17.5M Sell
122,512
-11,014
-8% -$1.46M 0.06% 158
2024
Q1 		$17.1M Sell
133,526
-2,349
-2% -$280K 0.06% 155
2023
Q4 		$14.1M Sell
135,875
-4,757
-3% -$470K 0.06% 165
2023
Q3 		$12.8M Buy
+140,632
New +$12.4M 0.06% 156

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

Envestnet Portfolio Solutions's NVO Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Novo Nordisk (NVO) stake by 9.8% in Q2 2026, buying an estimated $62K and bringing the position to 16,205 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Envestnet Portfolio Solutions first reported a position in NVO in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.5M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Envestnet Portfolio Solutions held 16,205 shares of Novo Nordisk worth $777K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,444 Novo Nordisk shares in Q2 2026, an estimated $62K.
  • Novo Nordisk made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #805 holding.
  • Envestnet Portfolio Solutions first reported a position in Novo Nordisk in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Novo Nordisk position peaked at $17.5M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.