LOWM
NVO

Laurel Oak Wealth Management’s Novo Nordisk NVO Stock Holding History

Laurel Oak 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 		$328K Sell
6,843
-1,396
-17% -$60K 0.05% 271
2026
Q1 		$303K Sell
8,239
-2,819
-25% -$134K 0.05% 274
2025
Q4 		$563K Buy
+11,058
New +$565K 0.09% 169

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

Laurel Oak Wealth Management's NVO Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Novo Nordisk (NVO) stake by 17% in Q2 2026, selling an estimated $60K and leaving 6,843 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #271.

Laurel Oak Wealth Management first reported a position in NVO in Q4 2025 and has held it in 3 quarters since. The position peaked at $563K in Q4 2025. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Laurel Oak Wealth Management held 6,843 shares of Novo Nordisk worth $328K as of Q2 2026.
  • Laurel Oak Wealth Management sold 1,396 Novo Nordisk shares in Q2 2026, an estimated $60K.
  • Novo Nordisk made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #271 holding.
  • Laurel Oak Wealth Management first reported a position in Novo Nordisk in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Novo Nordisk position peaked at $563K in Q4 2025.
  • 1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.