Integrated Wealth Concepts
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Integrated Wealth Concepts’s Novo Nordisk NVO Stock Holding History

Integrated Wealth Concepts’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 		$1.02M Sell
21,233
-3,100
-13% -$133K 0.01% 1198
2026
Q1 		$894K Buy
24,333
+9,111
+60% +$432K 0.01% 1184
2025
Q4 		$775K Sell
15,222
-11,190
-42% -$572K 0.01% 892
2025
Q3 		$1.47M Buy
26,412
+995
+4% +$58.2K 0.01% 805
2025
Q2 		$1.75M Sell
25,417
-1,295
-5% -$88.1K 0.02% 662
2025
Q1 		$1.85M Buy
26,712
+1,630
+6% +$135K 0.02% 596
2024
Q4 		$2.16M Sell
25,082
-7,945
-24% -$859K 0.03% 532
2024
Q3 		$3.93M Buy
33,027
+477
+1% +$63.6K 0.05% 343
2024
Q2 		$4.65M Sell
32,550
-757
-2% -$100K 0.06% 275
2024
Q1 		$4.28M Buy
33,307
+8,569
+35% +$1.02M 0.06% 297
2023
Q4 		$2.56M Sell
24,738
-603
-2% -$59.6K 0.04% 397
2023
Q3 		$2.3M Buy
25,341
+7,331
+41% +$646K 0.04% 406
2023
Q2 		$1.46M Buy
18,010
+4,856
+37% +$397K 0.03% 557
2023
Q1 		$1.05M Sell
13,154
-43,154
-77% -$3.06M 0.02% 598
2022
Q4 		$3.81M Buy
56,308
+674
+1% +$39.5K 0.1% 194
2022
Q3 		$2.77M Buy
55,634
+658
+1% +$35.2K 0.09% 214
2022
Q2 		$3.06M Buy
54,976
+1,730
+3% +$96K 0.1% 197
2022
Q1 		$2.96M Buy
53,246
+2,990
+6% +$153K 0.09% 197
2021
Q4 		$2.81M Buy
50,256
+4,298
+9% +$233K 0.08% 206
2021
Q3 		$2.21M Buy
45,958
+1,838
+4% +$88.9K 0.07% 230
2021
Q2 		$1.85M Buy
44,120
+3,862
+10% +$150K 0.07% 232
2021
Q1 		$1.36M Buy
40,258
+3,284
+9% +$117K 0.06% 244
2020
Q4 		$1.29M Buy
36,974
+3,382
+10% +$117K 0.06% 207
2020
Q3 		$1.17M Sell
33,592
-532
-2% -$17.7K 0.07% 188
2020
Q2 		$1.12M Buy
34,124
+3,876
+13% +$124K 0.08% 157
2020
Q1 		$910K Buy
30,248
+1,780
+6% +$53K 0.08% 148
2019
Q4 		$824K Buy
28,468
+9,620
+51% +$266K 0.07% 179
2019
Q3 		$487K Buy
18,848
+7,496
+66% +$190K 0.05% 212
2019
Q2 		$293K Buy
+11,352
New +$281K 0.04% 279

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
Folketrygdfondet
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

Integrated Wealth Concepts's NVO Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Novo Nordisk (NVO) stake by 13% in Q2 2026, selling an estimated $133K and leaving 21,233 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1198.

Integrated Wealth Concepts first reported a position in NVO in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.65M in Q2 2024. 1,359 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Integrated Wealth Concepts held 21,233 shares of Novo Nordisk worth $1.02M as of Q2 2026.
  • Integrated Wealth Concepts sold 3,100 Novo Nordisk shares in Q2 2026, an estimated $133K.
  • Novo Nordisk made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1198 holding.
  • Integrated Wealth Concepts first reported a position in Novo Nordisk in Q2 2019 and has held it in 29 quarters since.
  • Integrated Wealth Concepts's Novo Nordisk position peaked at $4.65M in Q2 2024.
  • 1,359 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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