IWA
NVO

Icon Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Icon 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 		$742K Sell
15,484
-1,006
-6% -$43.2K 0.04% 229
2026
Q1 		$664K Sell
16,490
-8,037
-33% -$381K 0.04% 226
2025
Q4 		$1.24M Sell
24,527
-13,826
-36% -$707K 0.08% 155
2025
Q3 		$2.13M Buy
38,353
+2,807
+8% +$164K 0.14% 108
2025
Q2 		$2.45M Buy
35,546
+13,480
+61% +$917K 0.17% 92
2025
Q1 		$1.53M Sell
22,066
-16,452
-43% -$1.36M 0.13% 122
2024
Q4 		$3.31M Sell
38,518
-162
-0.4% -$17.5K 0.27% 68
2024
Q3 		$4.61M Sell
38,680
-1,686
-4% -$225K 0.38% 53
2024
Q2 		$5.35M Buy
40,366
+10,699
+36% +$1.42M 0.48% 43
2024
Q1 		$3.81M Sell
29,667
-89
-0.3% -$10.6K 0.35% 58
2023
Q4 		$3.08M Buy
+29,756
New +$2.94M 0.32% 65
2022
Q4 		$942K Sell
13,916
-216
-2% -$12.7K 0.11% 138
2022
Q3 		$704K Buy
+14,132
New +$757K 0.09% 162

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

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

Icon Wealth Advisors reduced its Novo Nordisk (NVO) stake by 6.1% in Q2 2026, selling an estimated $43.2K and leaving 15,484 shares worth $742K. The position accounts for 0.04% of the portfolio, ranked #229.

Icon Wealth Advisors first reported a position in NVO in Q3 2022 and has held it in 13 quarters since. The position peaked at $5.35M in Q2 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Icon Wealth Advisors held 15,484 shares of Novo Nordisk worth $742K as of Q2 2026.
  • Icon Wealth Advisors sold 1,006 Novo Nordisk shares in Q2 2026, an estimated $43.2K.
  • Novo Nordisk made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #229 holding.
  • Icon Wealth Advisors first reported a position in Novo Nordisk in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Novo Nordisk position peaked at $5.35M in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.