JRPIM
NVO

Journey Retirement Planning & Investment Management’s Novo Nordisk NVO Stock Holding History

Journey Retirement Planning & Investment 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 		$692K Sell
14,424
-787
-5% -$33.8K 0.54% 55
2026
Q1 		$559K Sell
15,211
-35,649
-70% -$1.69M 0.49% 62
2025
Q4 		$2.59M Buy
+50,860
New +$2.6M 0.53% 45

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Journey Retirement Planning & Investment Management's NVO Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Novo Nordisk (NVO) stake by 5.2% in Q2 2026, selling an estimated $33.8K and leaving 14,424 shares worth $692K. The position accounts for 0.54% of the portfolio, ranked #55.

Journey Retirement Planning & Investment Management first reported a position in NVO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.59M in Q4 2025. 819 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 14,424 shares of Novo Nordisk worth $692K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 787 Novo Nordisk shares in Q2 2026, an estimated $33.8K.
  • Novo Nordisk made up 0.54% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #55 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Novo Nordisk in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Novo Nordisk position peaked at $2.59M in Q4 2025.
  • 819 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.