HCR Wealth Advisors’s Novo Nordisk NVO Stock Holding History

HCR Wealth Advisors’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	$284K	Sell	5,913 -1,672	-22%	-$71.8K	0.03%	217
2026 Q1	$279K	Sell	7,585 -2,755	-27%	-$131K	0.03%	203
2025 Q4	$526K	Sell	10,340 -7,813	-43%	-$400K	0.05%	146
2025 Q3	$1.07M	Buy	18,153 +240	+1%	+$14K	0.11%	102
2025 Q2	$1.24M	Buy	17,913 +3,430	+24%	+$233K	0.15%	91
2025 Q1	$1.01M	Buy	14,483 +2,763	+24%	+$228K	0.13%	99
2024 Q4	$1.01M	Sell	11,720 -234	-2%	-$25.3K	0.13%	100
2024 Q3	$1.42M	Buy	11,954 +3,227	+37%	+$430K	0.19%	84
2024 Q2	$1.25M	Buy	8,727 +1,358	+18%	+$180K	0.18%	82
2024 Q1	$946K	Buy	+7,369	New	+$877K	0.14%	99

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

HCR Wealth Advisors's NVO Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Novo Nordisk (NVO) stake by 22% in Q2 2026, selling an estimated $71.8K and leaving 5,913 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #217.

HCR Wealth Advisors first reported a position in NVO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.42M in Q3 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

HCR Wealth Advisors held 5,913 shares of Novo Nordisk worth $284K as of Q2 2026.
HCR Wealth Advisors sold 1,672 Novo Nordisk shares in Q2 2026, an estimated $71.8K.
Novo Nordisk made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #217 holding.
HCR Wealth Advisors first reported a position in Novo Nordisk in Q1 2024 and has held it in 10 quarters since.
HCR Wealth Advisors's Novo Nordisk position peaked at $1.42M in Q3 2024.
1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.