JPL Wealth Management’s Novo Nordisk NVO Stock Holding History

JPL 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 Q3	$19.3K	Sell	510 -16	-3%	-$738	﹤0.01%	362
2026 Q2	$25.2K	Buy	526 +130	+33%	+$5.58K	0.01%	389
2026 Q1	$14.6K	Buy	+396	New	+$18.8K	﹤0.01%	457
2025 Q4	–	Sell	-1,148	Closed	-$63.7K	–	785
2025 Q3	$63.7K	Buy	+1,148	New	+$67.2K	0.02%	222
2025 Q1	–	Sell	-3,475	Closed	-$299K	–	116
2024 Q4	$299K	Buy	+3,475	New	+$376K	0.09%	107
2024 Q2	$710K	Sell	4,972 -28	-0.6%	-$3.71K	0.35%	70
2024 Q1	$642K	Buy	5,000 +1,405	+39%	+$167K	0.35%	73
2023 Q4	$372K	Buy	+3,595	New	+$356K	0.27%	84

Other funds holding NVO

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.71B AUM 69.59% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

JPL Wealth Management's NVO Position: Q3 2026 in Review

JPL Wealth Management reduced its Novo Nordisk (NVO) stake by 3% in Q3 2026, selling an estimated $738 and leaving 510 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

JPL Wealth Management first reported a position in NVO in Q4 2023 and has held it in 8 quarters since. The position peaked at $710K in Q2 2024. 1,061 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

JPL Wealth Management held 510 shares of Novo Nordisk worth $19.3K as of Q3 2026.
JPL Wealth Management sold 16 Novo Nordisk shares in Q3 2026, an estimated $738.
Novo Nordisk made up ﹤0.01% of JPL Wealth Management's portfolio in Q3 2026, its #362 holding.
JPL Wealth Management first reported a position in Novo Nordisk in Q4 2023 and has held it in 8 quarters since.
JPL Wealth Management's Novo Nordisk position peaked at $710K in Q2 2024.
1,061 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on JPL Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.