HWAM
NVO

Hennion & Walsh Asset Management’s Novo Nordisk NVO Stock Holding History

Hennion & Walsh Asset 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 		$445K Sell
9,289
-468
-5% -$20.1K 0.01% 772
2026
Q1 		$359K Sell
9,757
-8,418
-46% -$399K 0.01% 790
2025
Q4 		$925K Sell
18,175
-1,119
-6% -$57.2K 0.03% 538
2025
Q3 		$1.07M Sell
19,294
-273
-1% -$16K 0.04% 497
2025
Q2 		$1.35M Sell
19,567
-465
-2% -$31.6K 0.05% 420
2025
Q1 		$1.39M Buy
20,032
+290
+1% +$24K 0.06% 379
2024
Q4 		$1.7M Buy
19,742
+1,701
+9% +$184K 0.08% 327
2024
Q3 		$2.15M Buy
18,041
+9,272
+106% +$1.24M 0.1% 262
2024
Q2 		$1.25M Buy
8,769
+2,159
+33% +$286K 0.06% 373
2024
Q1 		$849K Buy
+6,610
New +$787K 0.05% 460

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Hennion & Walsh Asset Management's NVO Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Novo Nordisk (NVO) stake by 4.8% in Q2 2026, selling an estimated $20.1K and leaving 9,289 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #772.

Hennion & Walsh Asset Management first reported a position in NVO in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.15M in Q3 2024. 387 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Hennion & Walsh Asset Management held 9,289 shares of Novo Nordisk worth $445K as of Q2 2026.
  • Hennion & Walsh Asset Management sold 468 Novo Nordisk shares in Q2 2026, an estimated $20.1K.
  • Novo Nordisk made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #772 holding.
  • Hennion & Walsh Asset Management first reported a position in Novo Nordisk in Q1 2024 and has held it in 10 quarters since.
  • Hennion & Walsh Asset Management's Novo Nordisk position peaked at $2.15M in Q3 2024.
  • 387 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.