PWMAI
NVO

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Novo Nordisk NVO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$20.6K Buy
+430
New +$18.5K 0.01% 394
2024
Q3 		– Sell
-30
Closed -$4.28K – 406
2024
Q2 		$4.28K Buy
+30
New +$3.98K ﹤0.01% 306

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NVO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Novo Nordisk (NVO) in Q2 2026: 430 shares worth $20.6K. The stake represents 0.01% of the portfolio and ranks #394 among its holdings. This is a return to the name: PENSION & WEALTH MANAGEMENT ADVISORS, INC. previously reported a position in NVO as recently as Q2 2024.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NVO in Q2 2024 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 430 shares of Novo Nordisk worth $20.6K as of Q2 2026.
  • Novo Nordisk was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
  • Novo Nordisk made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #394 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Novo Nordisk in Q2 2024 and has held it in 2 quarters since.
  • 819 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.