Evergreen Wealth Solutions’s Novo Nordisk NVO Stock Holding History

Evergreen Wealth 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	$666K	Buy	14,248 +4,321	+44%	+$186K	0.03%	268
2026 Q1	$365K	Buy	9,927 +1,089	+12%	+$51.6K	0.03%	293
2025 Q4	$450K	Buy	+8,838	New	+$452K	0.06%	131
2024 Q3	–	Sell	-1,561	Closed	-$223K	–	116
2024 Q2	$223K	Sell	1,561 -120	-7%	-$15.9K	0.16%	104
2024 Q1	$216K	Buy	+1,681	New	+$200K	0.16%	109
2023 Q2	–	Sell	-2,760	Closed	-$220K	–	108
2023 Q1	$220K	Sell	2,760 -342	-11%	-$24.3K	0.25%	94
2022 Q4	$210K	Buy	+3,102	New	+$182K	0.28%	88
2022 Q1	–	Sell	-3,604	Closed	-$202K	–	97
2021 Q4	$202K	Buy	+3,604	New	+$195K	0.18%	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

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

Evergreen Wealth Solutions increased its Novo Nordisk (NVO) stake by 44% in Q2 2026, buying an estimated $186K and bringing the position to 14,248 shares worth $666K. The position accounts for 0.03% of the portfolio, ranked #268.

Evergreen Wealth Solutions first reported a position in NVO in Q4 2021 and has held it in 8 quarters since. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Evergreen Wealth Solutions held 14,248 shares of Novo Nordisk worth $666K as of Q2 2026.
Evergreen Wealth Solutions bought 4,321 Novo Nordisk shares in Q2 2026, an estimated $186K.
Novo Nordisk made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #268 holding.
Evergreen Wealth Solutions first reported a position in Novo Nordisk in Q4 2021 and has held it in 8 quarters since.
1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.