Golden State Equity Partners’s Novo Nordisk NVO Stock Holding History

Golden State Equity 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	–	Sell	-325	Closed	-$11.9K	–	1267
2026 Q1	$11.9K	Buy	+325	New	+$15.4K	﹤0.01%	1245
2025 Q4	–	Sell	-14,337	Closed	-$796K	–	518
2025 Q3	$796K	Sell	14,337 -775	-5%	-$45.4K	0.13%	182
2025 Q2	$1.04M	Buy	15,112 +11,983	+383%	+$815K	0.19%	134
2025 Q1	$217K	Sell	3,129 -17	-0.5%	-$1.4K	0.04%	396
2024 Q4	$271K	Buy	3,146 +2,410	+327%	+$261K	0.05%	355
2024 Q3	$87.6K	Sell	736 -2,841	-79%	-$379K	0.05%	295
2024 Q2	$511K	Buy	+3,577	New	+$474K	0.11%	209
2023 Q4	$367K	Buy	3,544 +23	+0.7%	+$2.27K	0.09%	237
2023 Q3	$320K	Sell	3,521 -125	-3%	-$11K	0.09%	244
2023 Q2	$295K	Sell	3,646 -492	-12%	-$40.2K	0.08%	277
2023 Q1	$329K	Buy	+4,138	New	+$293K	0.18%	134

Other funds holding NVO

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Golden State Equity Partners's NVO Position: Q2 2026 in Review

Golden State Equity Partners sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 325 shares — an estimated $11.9K sold.

Golden State Equity Partners first reported a position in NVO in Q1 2023 and held it in 11 quarters. The position peaked at $1.04M in Q2 2025. 691 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Golden State Equity Partners reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 325 Novo Nordisk shares in Q2 2026, an estimated $11.9K.
Golden State Equity Partners first reported a position in Novo Nordisk in Q1 2023 and held it in 11 quarters.
Golden State Equity Partners's Novo Nordisk position peaked at $1.04M in Q2 2025.
691 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.