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 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 $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

JPL Wealth Management's NVO Position: Q2 2026 in Review

JPL Wealth Management increased its Novo Nordisk (NVO) stake by 33% in Q2 2026, buying an estimated $5.58K and bringing the position to 526 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #389.

JPL Wealth Management first reported a position in NVO in Q4 2023 and has held it in 7 quarters since. The position peaked at $710K in Q2 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

JPL Wealth Management held 526 shares of Novo Nordisk worth $25.2K as of Q2 2026.
JPL Wealth Management bought 130 Novo Nordisk shares in Q2 2026, an estimated $5.58K.
Novo Nordisk made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #389 holding.
JPL Wealth Management first reported a position in Novo Nordisk in Q4 2023 and has held it in 7 quarters since.
JPL Wealth Management's Novo Nordisk position peaked at $710K in Q2 2024.
1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.