Guardian Wealth Advisors (North Carolina)’s Novo Nordisk NVO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$370K	Hold	7,718	–	–	0.02%	286
2026 Q1	$284K	Buy	7,718 +1,100	+17%	+$52.1K	0.02%	291
2025 Q4	$337K	Sell	6,618 -500	-7%	-$25.6K	0.02%	277
2025 Q3	$395K	Buy	7,118 +1,700	+31%	+$99.5K	0.03%	244
2025 Q2	$374K	Buy	5,418 +2,288	+73%	+$156K	0.03%	234
2025 Q1	$217K	Buy	3,130 +726	+30%	+$60K	0.02%	295
2024 Q4	$207K	Buy	+2,404	New	+$260K	0.02%	308

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

Guardian Wealth Advisors (North Carolina)'s NVO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) held its Novo Nordisk (NVO) position steady in Q2 2026 at 7,718 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #286.

Guardian Wealth Advisors (North Carolina) first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $395K in Q3 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 7,718 shares of Novo Nordisk worth $370K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) left its Novo Nordisk share count unchanged in Q2 2026.
Novo Nordisk made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #286 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
Guardian Wealth Advisors (North Carolina)'s Novo Nordisk position peaked at $395K in Q3 2025.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.