HWM
NVO

HB Wealth Management’s Novo Nordisk NVO Stock Holding History

HB 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 		$1.16M Sell
24,273
-3,113
-11% -$134K 0.01% 679
2026
Q1 		$1.01M Sell
27,386
-2,573
-9% -$122K 0.01% 654
2025
Q4 		$1.52M Sell
29,959
-2,595
-8% -$133K 0.01% 489
2025
Q3 		$1.81M Buy
32,554
+1,639
+5% +$95.9K 0.01% 430
2025
Q2 		$2.13M Sell
30,915
-3,537
-10% -$241K 0.02% 361
2025
Q1 		$2.39M Buy
34,452
+17,330
+101% +$1.43M 0.02% 349
2024
Q4 		$1.47M Buy
17,122
+875
+5% +$94.6K 0.02% 347
2024
Q3 		$1.93M Buy
16,247
+2,185
+16% +$291K 0.02% 281
2024
Q2 		$2.01M Buy
14,062
+355
+3% +$47K 0.02% 263
2024
Q1 		$1.76M Buy
13,707
+766
+6% +$91.2K 0.02% 270
2023
Q4 		$1.34M Buy
12,941
+3,145
+32% +$311K 0.02% 281
2023
Q3 		$891K Buy
9,796
+1,072
+12% +$94.4K 0.01% 316
2023
Q2 		$706K Buy
8,724
+690
+9% +$56.4K 0.01% 353
2023
Q1 		$639K Sell
8,034
-1,744
-18% -$124K 0.01% 364
2022
Q4 		$662K Buy
9,778
+2,066
+27% +$121K 0.01% 341
2022
Q3 		$384K Buy
7,712
+1,642
+27% +$88K 0.01% 391
2022
Q2 		$338K Buy
6,070
+1,096
+22% +$60.8K 0.01% 414
2022
Q1 		$276K Buy
+4,974
New +$255K 0.01% 471

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

HB Wealth Management's NVO Position: Q2 2026 in Review

HB Wealth Management reduced its Novo Nordisk (NVO) stake by 11% in Q2 2026, selling an estimated $134K and leaving 24,273 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #679.

HB Wealth Management first reported a position in NVO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.39M in Q1 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • HB Wealth Management held 24,273 shares of Novo Nordisk worth $1.16M as of Q2 2026.
  • HB Wealth Management sold 3,113 Novo Nordisk shares in Q2 2026, an estimated $134K.
  • Novo Nordisk made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #679 holding.
  • HB Wealth Management first reported a position in Novo Nordisk in Q1 2022 and has held it in 18 quarters since.
  • HB Wealth Management's Novo Nordisk position peaked at $2.39M in Q1 2025.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.