GSWM
NVO

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
2019
Q4 		– Sell
-46
Closed -$11K – 642
2019
Q3 		$11K Hold
46
– – ﹤0.01% 732
2019
Q2 		$1K Buy
+46
New +$1.14K ﹤0.01% 1031

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
Envestnet Asset Management
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Boston Partners
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 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. 679 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.
  • 679 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.