Golden State Wealth Management’s Novo Nordisk NVO Stock Holding History

Golden State Wealth Management’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	$95.2K	Buy	1,985 +1,224	+161%	+$52.6K	0.01%	586
2026 Q1	$28K	Sell	761 -1,628	-68%	-$77.1K	﹤0.01%	833
2025 Q4	$122K	Buy	2,389 +887	+59%	+$45.4K	0.01%	478
2025 Q3	$83.4K	Buy	1,502 +71	+5%	+$4.16K	0.01%	551
2025 Q2	$98.8K	Sell	1,431 -324	-18%	-$22K	0.01%	484
2025 Q1	$122K	Sell	1,755 -63	-3%	-$5.2K	0.02%	405
2024 Q4	$156K	Buy	+1,818	New	+$197K	0.02%	362
2019 Q4	–	Sell	-4,600	Closed	-$119K	–	643
2019 Q3	$119K	Hold	4,600	–	–	0.04%	290
2019 Q2	$117K	Hold	4,600	–	–	0.04%	312
2019 Q1	$120K	Buy	+4,600	New	+$113K	0.04%	296

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Golden State Wealth Management's NVO Position: Q2 2026 in Review

Golden State Wealth Management increased its Novo Nordisk (NVO) stake by 161% in Q2 2026, buying an estimated $52.6K and bringing the position to 1,985 shares worth $95.2K. The position accounts for 0.01% of the portfolio, ranked #586.

Golden State Wealth Management first reported a position in NVO in Q1 2019 and has held it in 10 quarters since. The position peaked at $156K in Q4 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Golden State Wealth Management held 1,985 shares of Novo Nordisk worth $95.2K as of Q2 2026.
Golden State Wealth Management bought 1,224 Novo Nordisk shares in Q2 2026, an estimated $52.6K.
Novo Nordisk made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #586 holding.
Golden State Wealth Management first reported a position in Novo Nordisk in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Novo Nordisk position peaked at $156K in Q4 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.