KPWS
NVO

Kestra Private Wealth Services’s Novo Nordisk NVO Stock Holding History

Kestra Private Wealth Services’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 		$1.45M Sell
30,144
-11,859
-28% -$510K 0.02% 718
2026
Q1 		$1.54M Buy
42,003
+11,661
+38% +$553K 0.02% 643
2025
Q4 		$1.54M Buy
30,342
+8,795
+41% +$450K 0.02% 633
2025
Q3 		$1.2M Sell
21,547
-4,308
-17% -$252K 0.02% 706
2025
Q2 		$1.78M Sell
25,855
-33,676
-57% -$2.29M 0.03% 530
2025
Q1 		$4.13M Buy
59,531
+10,891
+22% +$900K 0.07% 287
2024
Q4 		$4.18M Buy
48,640
+13,331
+38% +$1.44M 0.07% 275
2024
Q3 		$4.2M Sell
35,309
-4,832
-12% -$644K 0.08% 263
2024
Q2 		$5.73M Sell
40,141
-1,111
-3% -$147K 0.11% 199
2024
Q1 		$5.3M Buy
41,252
+2,419
+6% +$288K 0.12% 192
2023
Q4 		$4.02M Buy
38,833
+16,625
+75% +$1.64M 0.1% 218
2023
Q3 		$2.02M Buy
22,208
+6,340
+40% +$558K 0.06% 307
2023
Q2 		$1.28M Sell
15,868
-1,020
-6% -$83.3K 0.04% 385
2023
Q1 		$1.34M Sell
16,888
-338
-2% -$24K 0.05% 345
2022
Q4 		$1.17M Sell
17,226
-4,598
-21% -$270K 0.06% 336
2022
Q3 		$1.09M Sell
21,824
-810
-4% -$43.4K 0.06% 319
2022
Q2 		$1.26M Buy
22,634
+2,876
+15% +$160K 0.07% 297
2022
Q1 		$1.1M Buy
19,758
+776
+4% +$39.8K 0.05% 354
2021
Q4 		$1.06M Sell
18,982
-100
-0.5% -$5.42K 0.05% 369
2021
Q3 		$916K Sell
19,082
-378
-2% -$18.3K 0.05% 376
2021
Q2 		$815K Buy
19,460
+7,372
+61% +$286K 0.05% 387
2021
Q1 		$407K Sell
12,088
-806
-6% -$28.7K 0.03% 509
2020
Q4 		$453K Buy
12,894
+6,506
+102% +$225K 0.03% 458
2020
Q3 		$222K Buy
+6,388
New +$213K 0.02% 572

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

Kestra Private Wealth Services's NVO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Novo Nordisk (NVO) stake by 28% in Q2 2026, selling an estimated $510K and leaving 30,144 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #718.

Kestra Private Wealth Services first reported a position in NVO in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.73M in Q2 2024. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Kestra Private Wealth Services held 30,144 shares of Novo Nordisk worth $1.45M as of Q2 2026.
  • Kestra Private Wealth Services sold 11,859 Novo Nordisk shares in Q2 2026, an estimated $510K.
  • Novo Nordisk made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #718 holding.
  • Kestra Private Wealth Services first reported a position in Novo Nordisk in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Novo Nordisk position peaked at $5.73M in Q2 2024.
  • 1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.