Jamison Private Wealth Management’s Novo Nordisk NVO Stock Holding History

Jamison Private 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	$813K	Buy	16,966 +3,047	+22%	+$131K	0.08%	132
2026 Q1	$512K	Sell	13,919 -1,037	-7%	-$49.1K	0.06%	151
2025 Q4	$761K	Buy	14,956 +3,708	+33%	+$190K	0.09%	126
2025 Q3	$624K	Buy	+11,248	New	+$658K	0.08%	141
2024 Q4	–	Sell	-1,122	Closed	-$134K	–	377
2024 Q3	$134K	Hold	1,122	–	–	0.02%	212
2024 Q2	$160K	Buy	1,122 +545	+94%	+$72.2K	0.03%	188
2024 Q1	$74.1K	Buy	577 +427	+285%	+$50.8K	0.01%	235
2023 Q4	$15.5K	Hold	150	–	–	﹤0.01%	285
2023 Q3	$13.6K	Buy	+150	New	+$13.2K	﹤0.01%	284

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jamison Private Wealth Management's NVO Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Novo Nordisk (NVO) stake by 22% in Q2 2026, buying an estimated $131K and bringing the position to 16,966 shares worth $813K. The position accounts for 0.08% of the portfolio, ranked #132.

Jamison Private Wealth Management first reported a position in NVO in Q3 2023 and has held it in 9 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Jamison Private Wealth Management held 16,966 shares of Novo Nordisk worth $813K as of Q2 2026.
Jamison Private Wealth Management bought 3,047 Novo Nordisk shares in Q2 2026, an estimated $131K.
Novo Nordisk made up 0.08% of Jamison Private Wealth Management's portfolio in Q2 2026, its #132 holding.
Jamison Private Wealth Management first reported a position in Novo Nordisk in Q3 2023 and has held it in 9 quarters since.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.