FWP
NVO

Flatrock Wealth Partners’s Novo Nordisk NVO Stock Holding History

Flatrock Wealth Partners’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 		$321K Buy
6,706
+259
+4% +$11.1K 0.13% 111
2026
Q1 		$245K Buy
6,447
+327
+5% +$15.5K 0.11% 125
2025
Q4 		$311K Buy
+6,120
New +$313K 0.15% 99

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

Flatrock Wealth Partners's NVO Position: Q2 2026 in Review

Flatrock Wealth Partners increased its Novo Nordisk (NVO) stake by 4% in Q2 2026, buying an estimated $11.1K and bringing the position to 6,706 shares worth $321K. The position accounts for 0.13% of the portfolio, ranked #111.

Flatrock Wealth Partners first reported a position in NVO in Q4 2025 and has held it in 3 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Flatrock Wealth Partners held 6,706 shares of Novo Nordisk worth $321K as of Q2 2026.
  • Flatrock Wealth Partners bought 259 Novo Nordisk shares in Q2 2026, an estimated $11.1K.
  • Novo Nordisk made up 0.13% of Flatrock Wealth Partners's portfolio in Q2 2026, its #111 holding.
  • Flatrock Wealth Partners first reported a position in Novo Nordisk in Q4 2025 and has held it in 3 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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