Keebeck Wealth Management’s Novo Nordisk NVO Stock Holding History

Keebeck 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	$246K	Buy	+5,134	New	+$221K	0.02%	422
2024 Q4	–	Sell	-4,157	Closed	-$495K	–	292
2024 Q3	$495K	Buy	4,157 +21	+0.5%	+$2.8K	0.07%	172
2024 Q2	$590K	Hold	4,136	–	–	0.09%	158
2024 Q1	$535K	Hold	4,136	–	–	0.08%	180
2023 Q4	$428K	Buy	+4,136	New	+$409K	0.07%	195
2022 Q1	–	Sell	-5,380	Closed	-$301K	–	243
2021 Q4	$301K	Buy	+5,380	New	+$291K	0.05%	185
2020 Q3	–	Sell	-1,380	Closed	-$45K	–	299
2020 Q2	$45K	Buy	+1,380	New	+$44K	0.01%	229

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

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

Keebeck Wealth Management opened a new position in Novo Nordisk (NVO) in Q2 2026: 5,134 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #422 among its holdings. This is a return to the name: Keebeck Wealth Management previously reported a position in NVO as recently as Q3 2024.

Keebeck Wealth Management first reported a position in NVO in Q2 2020 and has held it in 7 quarters since. The position peaked at $590K in Q2 2024. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Keebeck Wealth Management held 5,134 shares of Novo Nordisk worth $246K as of Q2 2026.
Novo Nordisk was a new Keebeck Wealth Management position in Q2 2026.
Novo Nordisk made up 0.02% of Keebeck Wealth Management's portfolio in Q2 2026, its #422 holding.
Keebeck Wealth Management first reported a position in Novo Nordisk in Q2 2020 and has held it in 7 quarters since.
Keebeck Wealth Management's Novo Nordisk position peaked at $590K in Q2 2024.
1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.