EWA
NVO

EP Wealth Advisors’s Novo Nordisk NVO Stock Holding History

EP Wealth Advisors’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 		$1.37M Buy
28,562
+5,559
+24% +$239K 0.01% 674
2026
Q1 		$845K Sell
23,003
-14,245
-38% -$675K ﹤0.01% 692
2025
Q4 		$1.9M Buy
+37,248
New +$1.9M 0.01% 460
2025
Q2 		$3.29M Buy
47,637
+740
+2% +$50.3K 0.02% 325
2025
Q1 		$3.26M Sell
46,897
-11,208
-19% -$926K 0.03% 280
2024
Q4 		$5M Sell
58,105
-17,461
-23% -$1.89M 0.04% 217
2024
Q3 		$9M Buy
75,566
+9,722
+15% +$1.3M 0.08% 156
2024
Q2 		$9.4M Buy
65,844
+17,982
+38% +$2.38M 0.1% 122
2024
Q1 		$6.15M Buy
47,862
+1,935
+4% +$230K 0.07% 151
2023
Q4 		$4.75M Buy
45,927
+1,081
+2% +$107K 0.06% 166
2023
Q3 		$4.08M Buy
44,846
+27,962
+166% +$2.46M 0.06% 169
2023
Q2 		$3.11M Sell
16,884
-135,294
-89% -$11.1M 0.04% 201
2023
Q1 		$21.1M Buy
152,178
+120,192
+376% +$8.52M 0.36% 61
2022
Q4 		$2.16M Buy
31,986
+1,106
+4% +$64.8K 0.04% 218
2022
Q3 		$1.54M Buy
30,880
+21,222
+220% +$1.14M 0.03% 205
2022
Q2 		$538K Buy
9,658
+408
+4% +$22.6K 0.01% 356
2022
Q1 		$514K Sell
9,250
-624
-6% -$32K 0.01% 380
2021
Q4 		$553K Buy
9,874
+1,440
+17% +$78K 0.01% 336
2021
Q3 		$405K Buy
8,434
+1,366
+19% +$66K 0.01% 373
2021
Q2 		$296K Buy
7,068
+292
+4% +$11.3K 0.01% 448
2021
Q1 		$228K Hold
6,776
– – 0.01% 450
2020
Q4 		$237K Buy
+6,776
New +$234K 0.01% 380

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

EP Wealth Advisors's NVO Position: Q2 2026 in Review

EP Wealth Advisors increased its Novo Nordisk (NVO) stake by 24% in Q2 2026, buying an estimated $239K and bringing the position to 28,562 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #674.

EP Wealth Advisors first reported a position in NVO in Q4 2020 and has held it in 22 quarters since. The position peaked at $21.1M in Q1 2023. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • EP Wealth Advisors held 28,562 shares of Novo Nordisk worth $1.37M as of Q2 2026.
  • EP Wealth Advisors bought 5,559 Novo Nordisk shares in Q2 2026, an estimated $239K.
  • Novo Nordisk made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #674 holding.
  • EP Wealth Advisors first reported a position in Novo Nordisk in Q4 2020 and has held it in 22 quarters since.
  • EP Wealth Advisors's Novo Nordisk position peaked at $21.1M in Q1 2023.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.