HWA
NVO

Heartwood Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Heartwood 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 		$1.39M Buy
29,055
+4,718
+19% +$203K 0.11% 87
2026
Q1 		$894K Buy
+24,337
New +$1.15M 0.08% 103

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

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

Heartwood Wealth Advisors increased its Novo Nordisk (NVO) stake by 19% in Q2 2026, buying an estimated $203K and bringing the position to 29,055 shares worth $1.39M. The position accounts for 0.11% of the portfolio, ranked #87.

Heartwood Wealth Advisors first reported a position in NVO in Q1 2026 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Heartwood Wealth Advisors held 29,055 shares of Novo Nordisk worth $1.39M as of Q2 2026.
  • Heartwood Wealth Advisors bought 4,718 Novo Nordisk shares in Q2 2026, an estimated $203K.
  • Novo Nordisk made up 0.11% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Heartwood Wealth Advisors first reported a position in Novo Nordisk in Q1 2026 and has held it in 2 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.