Keudell/Morrison Wealth Management’s Novo Nordisk NVO Stock Holding History

Keudell/Morrison 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	$402K	Sell	8,395 -3,533	-30%	-$152K	0.08%	164
2026 Q1	$438K	Buy	11,928 +3,779	+46%	+$179K	0.09%	141
2025 Q4	$415K	Buy	+8,149	New	+$417K	0.09%	151
2025 Q2	$706K	Buy	10,234 +2,472	+32%	+$168K	0.16%	89
2025 Q1	$539K	Sell	7,762 -786	-9%	-$64.9K	0.13%	104
2024 Q4	$735K	Buy	8,548 +378	+5%	+$40.9K	0.19%	83
2024 Q3	$973K	Buy	8,170 +451	+6%	+$60.1K	0.26%	65
2024 Q2	$1.1M	Sell	7,719 -10	-0.1%	-$1.32K	0.32%	59
2024 Q1	$992K	Sell	7,729 -55	-0.7%	-$6.55K	0.3%	64
2023 Q4	$805K	Buy	7,784 +21	+0.3%	+$2.08K	0.27%	76
2023 Q3	$706K	Buy	7,763 +3,751	+93%	+$330K	0.22%	75
2023 Q2	$325K	Buy	4,012 +1,098	+38%	+$89.7K	0.09%	136
2023 Q1	$232K	Buy	+2,914	New	+$207K	0.07%	170

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

Keudell/Morrison Wealth Management's NVO Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Novo Nordisk (NVO) stake by 30% in Q2 2026, selling an estimated $152K and leaving 8,395 shares worth $402K. The position accounts for 0.08% of the portfolio, ranked #164.

Keudell/Morrison Wealth Management first reported a position in NVO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.1M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Keudell/Morrison Wealth Management held 8,395 shares of Novo Nordisk worth $402K as of Q2 2026.
Keudell/Morrison Wealth Management sold 3,533 Novo Nordisk shares in Q2 2026, an estimated $152K.
Novo Nordisk made up 0.08% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #164 holding.
Keudell/Morrison Wealth Management first reported a position in Novo Nordisk in Q1 2023 and has held it in 13 quarters since.
Keudell/Morrison Wealth Management's Novo Nordisk position peaked at $1.1M in Q2 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.