JWA
NVO

JFS Wealth Advisors’s Novo Nordisk NVO Stock Holding History

JFS Wealth Advisors’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 		$23.2K Sell
483
-124
-20% -$5.33K ﹤0.01% 734
2026
Q1 		$22.3K Sell
607
-190
-24% -$9K ﹤0.01% 705
2025
Q4 		$40.6K Sell
797
-359
-31% -$18.4K ﹤0.01% 581
2025
Q3 		$64.1K Sell
1,156
-149
-11% -$8.72K ﹤0.01% 469
2025
Q2 		$90.1K Hold
1,305
– – 0.01% 385
2025
Q1 		$90.6K Hold
1,305
– – 0.01% 379
2024
Q4 		$112K Hold
1,305
– – 0.01% 349
2024
Q3 		$155K Sell
1,305
-2
-0.2% -$267 0.01% 317
2024
Q2 		$187K Sell
1,307
-4
-0.3% -$530 0.01% 250
2024
Q1 		$168K Hold
1,311
– – 0.01% 256
2023
Q4 		$136K Sell
1,311
-80
-6% -$7.91K 0.01% 269
2023
Q3 		$126K Sell
1,391
-71
-5% -$6.25K 0.01% 259
2023
Q2 		$118K Hold
1,462
– – 0.01% 259
2023
Q1 		$116K Sell
1,462
-52
-3% -$3.69K 0.01% 258
2022
Q4 		$102K Hold
1,514
– – 0.01% 274
2022
Q3 		$75K Buy
1,514
+152
+11% +$8.14K 0.01% 313
2022
Q2 		$76K Buy
1,362
+116
+9% +$6.44K 0.01% 326
2022
Q1 		$69K Buy
1,246
+864
+226% +$44.3K 0.01% 357
2021
Q4 		$21K Hold
382
– – ﹤0.01% 559
2021
Q3 		$18K Buy
+382
New +$18.5K ﹤0.01% 560
2021
Q1 		– Sell
-660
Closed -$23K – 615
2020
Q4 		$23K Hold
660
– – ﹤0.01% 320
2020
Q3 		$23K Hold
660
– – 0.01% 302
2020
Q2 		$22K Hold
660
– – 0.01% 295
2020
Q1 		$20K Buy
+660
New +$19.7K 0.01% 275
2018
Q2 		– Sell
-124
Closed -$3K – 525
2018
Q1 		$3K Hold
124
– – ﹤0.01% 459
2017
Q4 		$3K Buy
+124
New +$3.15K ﹤0.01% 468
2015
Q3 		– Sell
-860
Closed -$24K – 541
2015
Q2 		$24K Hold
860
– – 0.01% 250
2015
Q1 		$23K Buy
860
+850
+8,500% +$19.6K 0.01% 256
2014
Q4 		$0 Buy
+10
New +$223 ﹤0.01% 534

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

JFS Wealth Advisors's NVO Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Novo Nordisk (NVO) stake by 20% in Q2 2026, selling an estimated $5.33K and leaving 483 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

JFS Wealth Advisors first reported a position in NVO in Q4 2014 and has held it in 29 quarters since. The position peaked at $187K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • JFS Wealth Advisors held 483 shares of Novo Nordisk worth $23.2K as of Q2 2026.
  • JFS Wealth Advisors sold 124 Novo Nordisk shares in Q2 2026, an estimated $5.33K.
  • Novo Nordisk made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #734 holding.
  • JFS Wealth Advisors first reported a position in Novo Nordisk in Q4 2014 and has held it in 29 quarters since.
  • JFS Wealth Advisors's Novo Nordisk position peaked at $187K in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.