EW
NVO

Evoke Wealth’s Novo Nordisk NVO Stock Holding History

Evoke Wealth’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 		– Sell
-8,838
Closed -$335K – 442
2026
Q1 		$335K Sell
8,838
-718
-8% -$34K 0.01% 512
2025
Q4 		$486K Sell
9,556
-2,533
-21% -$130K 0.01% 397
2025
Q3 		$671K Buy
12,089
+4,221
+54% +$247K 0.01% 304
2025
Q2 		$543K Buy
7,868
+2,404
+44% +$164K 0.01% 333
2025
Q1 		$386K Buy
5,464
+198
+4% +$16.4K 0.01% 308
2024
Q4 		$453K Buy
5,266
+19
+0.4% +$2.06K 0.01% 279
2024
Q3 		$625K Buy
+5,247
New +$700K 0.02% 226
2024
Q2 		– Sell
-4,517
Closed -$584K – 300
2024
Q1 		$584K Buy
+4,517
New +$538K 0.02% 226
2023
Q4 		– Sell
-3,053
Closed -$278K – 269
2023
Q3 		$278K Buy
3,053
+279
+10% +$24.6K 0.01% 309
2023
Q2 		$225K Sell
2,774
-34
-1% -$2.78K 0.01% 323
2023
Q1 		$225K Buy
+2,808
New +$199K 0.01% 314
2022
Q4 		– Sell
-1,310
Closed -$65K – 873
2022
Q3 		$65K Sell
1,310
-292
-18% -$15.6K ﹤0.01% 479
2022
Q2 		$89K Buy
1,602
+2
+0.1% +$111 ﹤0.01% 427
2022
Q1 		$90K Sell
1,600
-118
-7% -$6.06K ﹤0.01% 446
2021
Q4 		$96K Hold
1,718
– – ﹤0.01% 452
2021
Q3 		$82K Buy
1,718
+290
+20% +$14K ﹤0.01% 450
2021
Q2 		$60K Hold
1,428
– – ﹤0.01% 506
2021
Q1 		$49K Buy
1,428
+788
+123% +$28.1K ﹤0.01% 457
2020
Q4 		$22K Hold
640
– – ﹤0.01% 489
2020
Q3 		$22K Sell
640
-4
-0.6% -$133 ﹤0.01% 466
2020
Q2 		$21K Buy
644
+4
+0.6% +$128 ﹤0.01% 457
2020
Q1 		$19.5K Hold
640
– – ﹤0.01% 440
2019
Q4 		$18.5K Sell
640
-9,808
-94% -$272K ﹤0.01% 604
2019
Q3 		$270K Buy
+10,448
New +$264K 0.03% 217

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

Evoke Wealth's NVO Position: Q2 2026 in Review

Evoke Wealth sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 8,838 shares — an estimated $335K sold.

Evoke Wealth first reported a position in NVO in Q3 2019 and held it in 24 quarters. The position peaked at $671K in Q3 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Evoke Wealth reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 8,838 Novo Nordisk shares in Q2 2026, an estimated $335K.
  • Evoke Wealth first reported a position in Novo Nordisk in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's Novo Nordisk position peaked at $671K in Q3 2025.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.