IFWM
NVO

Institute for Wealth Management’s Novo Nordisk NVO Stock Holding History

Institute for 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 		$338K Sell
7,044
-5,300
-43% -$228K 0.03% 405
2026
Q1 		$454K Hold
12,344
– – 0.05% 340
2025
Q4 		$628K Sell
12,344
-3,482
-22% -$178K 0.07% 259
2025
Q3 		$878K Hold
15,826
– – 0.09% 219
2025
Q2 		$1.09M Hold
15,826
– – 0.12% 179
2025
Q1 		$1.1M Buy
15,826
+3
+0% +$248 0.14% 169
2024
Q4 		$1.36M Buy
15,823
+2,881
+22% +$312K 0.17% 125
2024
Q3 		$1.54M Buy
12,942
+11
+0.1% +$1.47K 0.19% 116
2024
Q2 		$1.85M Buy
12,931
+200
+2% +$26.5K 0.25% 86
2024
Q1 		$1.63M Buy
12,731
+63
+0.5% +$7.5K 0.21% 106
2023
Q4 		$1.31M Buy
12,668
+474
+4% +$46.9K 0.21% 117
2023
Q3 		$1.11M Buy
12,194
+5,450
+81% +$480K 0.2% 125
2023
Q2 		$546K Hold
6,744
– – 0.09% 248
2023
Q1 		$537K Hold
6,744
– – 0.1% 250
2022
Q4 		$456K Buy
6,744
+54
+0.8% +$3.17K 0.1% 275
2022
Q3 		$333K Hold
6,690
– – 0.07% 316
2022
Q2 		$373K Hold
6,690
– – 0.07% 338
2022
Q1 		$371K Hold
6,690
– – 0.06% 360
2021
Q4 		$375K Hold
6,690
– – 0.06% 331
2021
Q3 		$321K Hold
6,690
– – 0.06% 358
2021
Q2 		$280K Hold
6,690
– – 0.05% 389
2021
Q1 		$226K Sell
6,690
-62
-0.9% -$2.21K 0.04% 415
2020
Q4 		$236K Sell
6,752
-218
-3% -$7.54K 0.05% 397
2020
Q3 		$242K Hold
6,970
– – 0.06% 362
2020
Q2 		$228K Buy
6,970
+242
+4% +$7.72K 0.06% 374
2020
Q1 		$203K Sell
6,728
-204
-3% -$6.07K 0.06% 367
2019
Q4 		$201K Buy
+6,932
New +$192K 0.05% 423

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

Institute for Wealth Management's NVO Position: Q2 2026 in Review

Institute for Wealth Management reduced its Novo Nordisk (NVO) stake by 43% in Q2 2026, selling an estimated $228K and leaving 7,044 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #405.

Institute for Wealth Management first reported a position in NVO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.85M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Institute for Wealth Management held 7,044 shares of Novo Nordisk worth $338K as of Q2 2026.
  • Institute for Wealth Management sold 5,300 Novo Nordisk shares in Q2 2026, an estimated $228K.
  • Novo Nordisk made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #405 holding.
  • Institute for Wealth Management first reported a position in Novo Nordisk in Q4 2019 and has held it in 27 quarters since.
  • Institute for Wealth Management's Novo Nordisk position peaked at $1.85M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.