EWM
NVO

Evergreen Wealth Management’s Novo Nordisk NVO Stock Holding History

Evergreen 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 		$288K Buy
5,997
+299
+5% +$12.8K 0.13% 52
2026
Q1 		$209K Buy
5,698
+1,106
+24% +$52.4K 0.11% 54
2025
Q4 		$234K Buy
+4,592
New +$235K 0.12% 53

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Evergreen Wealth Management increased its Novo Nordisk (NVO) stake by 5.2% in Q2 2026, buying an estimated $12.8K and bringing the position to 5,997 shares worth $288K. The position accounts for 0.13% of the portfolio, ranked #52.

Evergreen Wealth Management first reported a position in NVO in Q4 2025 and has held it in 3 quarters since. 580 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Evergreen Wealth Management held 5,997 shares of Novo Nordisk worth $288K as of Q2 2026.
  • Evergreen Wealth Management bought 299 Novo Nordisk shares in Q2 2026, an estimated $12.8K.
  • Novo Nordisk made up 0.13% of Evergreen Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Evergreen Wealth Management first reported a position in Novo Nordisk in Q4 2025 and has held it in 3 quarters since.
  • 580 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.