EWA
NVO

EverSource Wealth Advisors’s Novo Nordisk NVO Stock Holding History

EverSource 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 		$380K Sell
7,937
-427
-5% -$18.3K 0.01% 693
2026
Q1 		$307K Buy
8,364
+2,912
+53% +$138K 0.01% 833
2025
Q4 		$277K Buy
5,452
+1,757
+48% +$89.8K 0.01% 800
2025
Q3 		$205K Sell
3,695
-1,196
-24% -$70K 0.01% 892
2025
Q2 		$338K Buy
4,891
+511
+12% +$34.8K 0.02% 619
2025
Q1 		$304K Sell
4,380
-1,037
-19% -$85.6K 0.02% 521
2024
Q4 		$466K Sell
5,417
-14,019
-72% -$1.52M 0.03% 390
2024
Q3 		$2.31M Sell
19,436
-4,362
-18% -$582K 0.15% 126
2024
Q2 		$3.16M Buy
23,798
+2,038
+9% +$270K 0.21% 99
2024
Q1 		$2.79M Buy
21,760
+21
+0.1% +$2.5K 0.22% 98
2023
Q4 		$2.25M Sell
21,739
-65
-0.3% -$6.43K 0.21% 104
2023
Q3 		$1.98M Buy
21,804
+50
+0.2% +$4.41K 0.21% 103
2023
Q2 		$1.76M Buy
21,754
+14,682
+208% +$1.2M 0.19% 108
2023
Q1 		$563K Sell
7,072
-232
-3% -$16.5K 0.07% 202
2022
Q4 		$494K Sell
7,304
-2,174
-23% -$127K 0.07% 198
2022
Q3 		$472K Buy
9,478
+486
+5% +$26K 0.11% 181
2022
Q2 		$502K Buy
8,992
+3,646
+68% +$202K 0.13% 144
2022
Q1 		$297K Buy
5,346
+3,926
+276% +$201K 0.08% 212
2021
Q4 		$80K Buy
+1,420
New +$76.9K 0.02% 338

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

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

EverSource Wealth Advisors reduced its Novo Nordisk (NVO) stake by 5.1% in Q2 2026, selling an estimated $18.3K and leaving 7,937 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #693.

EverSource Wealth Advisors first reported a position in NVO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.16M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • EverSource Wealth Advisors held 7,937 shares of Novo Nordisk worth $380K as of Q2 2026.
  • EverSource Wealth Advisors sold 427 Novo Nordisk shares in Q2 2026, an estimated $18.3K.
  • Novo Nordisk made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #693 holding.
  • EverSource Wealth Advisors first reported a position in Novo Nordisk in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Novo Nordisk position peaked at $3.16M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.