JWBC
NVO

J.W. Burns & Co’s Novo Nordisk NVO Stock Holding History

J.W. Burns & Co’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 		$209K Buy
+4,350
New +$187K 0.02% 188
2026
Q1 		– Sell
-4,350
Closed -$221K – 188
2025
Q4 		$221K Sell
4,350
-250
-5% -$12.8K 0.02% 175
2025
Q3 		$255K Hold
4,600
– – 0.03% 168
2025
Q2 		$317K Sell
4,600
-815
-15% -$55.4K 0.04% 154
2025
Q1 		$376K Sell
5,415
-190
-3% -$15.7K 0.05% 146
2024
Q4 		$482K Buy
5,605
+175
+3% +$18.9K 0.06% 136
2024
Q3 		$647K Buy
5,430
+100
+2% +$13.3K 0.08% 121
2024
Q2 		$761K Hold
5,330
– – 0.1% 110
2024
Q1 		$684K Buy
5,330
+360
+7% +$42.9K 0.1% 119
2023
Q4 		$514K Buy
4,970
+620
+14% +$61.3K 0.08% 134
2023
Q3 		$396K Hold
4,350
– – 0.06% 139
2023
Q2 		$352K Hold
4,350
– – 0.06% 137
2023
Q1 		$346K Hold
4,350
– – 0.06% 142
2022
Q4 		$294K Hold
4,350
– – 0.05% 150
2022
Q3 		$217K Hold
4,350
– – 0.04% 160
2022
Q2 		$242K Hold
4,350
– – 0.05% 150
2022
Q1 		$242K Hold
4,350
– – 0.04% 160
2021
Q4 		$244K Hold
4,350
– – 0.04% 174
2021
Q3 		$209K Buy
+4,350
New +$210K 0.03% 179
2016
Q4 		– Sell
-12,240
Closed -$255K – 159
2016
Q3 		$255K Sell
12,240
-87,556
-88% -$2.17M 0.08% 138
2016
Q2 		$2.68M Buy
99,796
+560
+0.6% +$15.4K 0.82% 40
2016
Q1 		$2.69M Buy
99,236
+4
+0% +$107 0.85% 37
2015
Q4 		$2.88M Buy
99,232
+200
+0.2% +$5.54K 0.91% 33
2015
Q3 		$2.69M Hold
99,032
– – 0.92% 35
2015
Q2 		$2.71M Sell
99,032
-1,798
-2% -$50.5K 0.89% 39
2015
Q1 		$2.69M Buy
100,830
+880
+0.9% +$20.3K 0.88% 41
2014
Q4 		$2.12M Buy
99,950
+11,340
+13% +$253K 0.7% 49
2014
Q3 		$2.11M Sell
88,610
-3,500
-4% -$80.5K 0.71% 47
2014
Q2 		$2.13M Buy
92,110
+650
+0.7% +$14.4K 0.71% 48
2014
Q1 		$2.09M Sell
91,460
-100
-0.1% -$2.13K 0.74% 47
2013
Q4 		$1.69M Sell
91,560
-910
-1% -$15.9K 0.59% 51
2013
Q3 		$1.56M Buy
92,470
+3,500
+4% +$58.9K 0.6% 53
2013
Q2 		$1.38M Buy
+88,970
New +$1.48M 0.57% 52

Other funds holding NVO

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

J.W. Burns & Co's NVO Position: Q2 2026 in Review

J.W. Burns & Co opened a new position in Novo Nordisk (NVO) in Q2 2026: 4,350 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #188 among its holdings. This is a return to the name: J.W. Burns & Co previously reported a position in NVO as recently as Q4 2025.

J.W. Burns & Co first reported a position in NVO in Q2 2013 and has held it in 33 quarters since. The position peaked at $2.88M in Q4 2015. 205 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • J.W. Burns & Co held 4,350 shares of Novo Nordisk worth $209K as of Q2 2026.
  • Novo Nordisk was a new J.W. Burns & Co position in Q2 2026.
  • Novo Nordisk made up 0.02% of J.W. Burns & Co's portfolio in Q2 2026, its #188 holding.
  • J.W. Burns & Co first reported a position in Novo Nordisk in Q2 2013 and has held it in 33 quarters since.
  • J.W. Burns & Co's Novo Nordisk position peaked at $2.88M in Q4 2015.
  • 205 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.