IWM
NVO

IHT Wealth Management’s Novo Nordisk NVO Stock Holding History

IHT 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 		$1.25M Buy
26,047
+180
+0.7% +$7.73K 0.03% 529
2026
Q1 		$951K Buy
25,867
+3,288
+15% +$156K 0.02% 590
2025
Q4 		$1.15M Sell
22,579
-2,871
-11% -$147K 0.03% 503
2025
Q3 		$1.41M Buy
25,450
+14,125
+125% +$827K 0.04% 430
2025
Q2 		$782K Buy
11,325
+5,320
+89% +$362K 0.02% 569
2025
Q1 		$417K Sell
6,005
-1,187
-17% -$98K 0.01% 731
2024
Q4 		$619K Sell
7,192
-4,119
-36% -$445K 0.02% 617
2024
Q3 		$1.34M Buy
11,311
+3,228
+40% +$430K 0.04% 420
2024
Q2 		$1.15M Buy
8,083
+2,470
+44% +$327K 0.04% 383
2024
Q1 		$721K Buy
5,613
+239
+4% +$28.4K 0.03% 520
2023
Q4 		$556K Sell
5,374
-343
-6% -$33.9K 0.02% 563
2023
Q3 		$520K Buy
5,717
+485
+9% +$42.7K 0.03% 544
2023
Q2 		$423K Buy
5,232
+286
+6% +$23.4K 0.02% 596
2023
Q1 		$394K Buy
4,946
+208
+4% +$14.7K 0.02% 596
2022
Q4 		$321K Buy
4,738
+160
+3% +$9.38K 0.02% 634
2022
Q3 		$228K Buy
+4,578
New +$245K 0.02% 732
2018
Q2 		– Sell
-52
Closed -$1K – 1041
2018
Q1 		$1K Sell
52
-1,000
-95% -$26.3K ﹤0.01% 1611
2017
Q4 		$29K Hold
1,052
– – 0.01% 868
2017
Q3 		$26K Sell
1,052
-978
-48% -$22.1K 0.01% 695
2017
Q2 		$134 Hold
2,030
– – 0.06% 293
2017
Q1 		$36K Buy
2,030
+480
+31% +$8.36K 0.02% 502
2016
Q4 		$28K Buy
+1,550
New +$28.1K 0.02% 533

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

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

IHT Wealth Management increased its Novo Nordisk (NVO) stake by 0.7% in Q2 2026, buying an estimated $7.73K and bringing the position to 26,047 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #529.

IHT Wealth Management first reported a position in NVO in Q4 2016 and has held it in 22 quarters since. The position peaked at $1.41M in Q3 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • IHT Wealth Management held 26,047 shares of Novo Nordisk worth $1.25M as of Q2 2026.
  • IHT Wealth Management bought 180 Novo Nordisk shares in Q2 2026, an estimated $7.73K.
  • Novo Nordisk made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #529 holding.
  • IHT Wealth Management first reported a position in Novo Nordisk in Q4 2016 and has held it in 22 quarters since.
  • IHT Wealth Management's Novo Nordisk position peaked at $1.41M in Q3 2025.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.