GWSA
NVO

Global Wealth Strategies & Associates’s Novo Nordisk NVO Stock Holding History

Global Wealth Strategies & Associates’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
-100
Closed -$3.67K – 326
2026
Q1 		$3.67K Hold
100
– – ﹤0.01% 378
2025
Q4 		$5.09K Sell
100
-7
-7% -$358 ﹤0.01% 363
2025
Q3 		$5.94K Buy
107
+7
+7% +$410 ﹤0.01% 328
2025
Q2 		$6.9K Sell
100
-105
-51% -$7.14K ﹤0.01% 244
2025
Q1 		$14.2K Sell
205
-84
-29% -$6.94K ﹤0.01% 213
2024
Q4 		$24.9K Buy
289
+100
+53% +$10.8K 0.01% 154
2024
Q3 		$22.5K Buy
189
+69
+58% +$9.2K 0.01% 139
2024
Q2 		$17.1K Hold
120
– – 0.01% 135
2024
Q1 		$15.4K Hold
120
– – 0.01% 147
2023
Q4 		$12.4K Hold
120
– – 0.01% 149
2023
Q3 		$10.9K Hold
120
– – 0.01% 155
2023
Q2 		$9.71K Hold
120
– – ﹤0.01% 166
2023
Q1 		$9.55K Hold
120
– – ﹤0.01% 163
2022
Q4 		$8.12K Buy
+120
New +$7.04K ﹤0.01% 169

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

Global Wealth Strategies & Associates's NVO Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 100 shares — an estimated $3.67K sold.

Global Wealth Strategies & Associates first reported a position in NVO in Q4 2022 and held it in 14 quarters. The position peaked at $24.9K in Q4 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 100 Novo Nordisk shares in Q2 2026, an estimated $3.67K.
  • Global Wealth Strategies & Associates first reported a position in Novo Nordisk in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Novo Nordisk position peaked at $24.9K in Q4 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.