HWM
NVO

HighMark Wealth Management’s Novo Nordisk NVO Stock Holding History

HighMark 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 		– Sell
-59
Closed -$2.16K – 584
2026
Q1 		$2.16K Hold
59
– – ﹤0.01% 453
2025
Q4 		$2.99K Hold
59
– – ﹤0.01% 455
2025
Q3 		$3.26K Hold
59
– – ﹤0.01% 447
2025
Q2 		$4.04K Sell
59
-2
-3% -$136 ﹤0.01% 420
2025
Q1 		$4.25K Buy
61
+5
+9% +$413 ﹤0.01% 386
2024
Q4 		$4.83K Buy
56
+8
+17% +$865 ﹤0.01% 385
2024
Q3 		$5.73K Buy
48
+13
+37% +$1.73K ﹤0.01% 388
2024
Q2 		$5.01K Buy
35
+8
+30% +$1.06K ﹤0.01% 388
2024
Q1 		$3.47K Buy
+27
New +$3.21K ﹤0.01% 407
2023
Q4 		– Sell
-36
Closed -$3.27K – 596
2023
Q3 		$3.27K Sell
36
-4
-10% -$352 ﹤0.01% 400
2023
Q2 		$3.56K Sell
40
-26
-39% -$2.12K ﹤0.01% 397
2023
Q1 		$5.25K Sell
66
-74
-53% -$5.25K ﹤0.01% 388
2022
Q4 		$9.47K Buy
140
+32
+30% +$1.88K 0.01% 264
2022
Q3 		$5K Buy
+108
New +$5.79K ﹤0.01% 338

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

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

HighMark Wealth Management sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 59 shares — an estimated $2.16K sold.

HighMark Wealth Management first reported a position in NVO in Q3 2022 and held it in 14 quarters. The position peaked at $9.47K in Q4 2022. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • HighMark Wealth Management reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • HighMark Wealth Management sold 59 Novo Nordisk shares in Q2 2026, an estimated $2.16K.
  • HighMark Wealth Management first reported a position in Novo Nordisk in Q3 2022 and held it in 14 quarters.
  • HighMark Wealth Management's Novo Nordisk position peaked at $9.47K in Q4 2022.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.