Legacy Capital Wealth Partners’s Novo Nordisk NVO Stock Holding History

Legacy Capital Wealth Partners’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	–	Sell	-11,330	Closed	-$416K	–	403
2026 Q1	$416K	Buy	11,330 +6,967	+160%	+$330K	0.09%	236
2025 Q4	$222K	Sell	4,363 -788	-15%	-$40.3K	0.05%	345
2025 Q3	$286K	Sell	5,151 -1,023	-17%	-$59.9K	0.06%	319
2025 Q2	$426K	Sell	6,174 -404	-6%	-$27.5K	0.1%	226
2025 Q1	$457K	Buy	6,578 +1,241	+23%	+$102K	0.11%	200
2024 Q4	$459K	Buy	5,337 +504	+10%	+$54.5K	0.11%	196
2024 Q3	$575K	Sell	4,833 -388	-7%	-$51.7K	0.12%	168
2024 Q2	$745K	Buy	+5,221	New	+$692K	0.19%	101
2024 Q1	–	Sell	-4,989	Closed	-$516K	–	266
2023 Q4	$516K	Sell	4,989 -415	-8%	-$41K	0.15%	141
2023 Q3	$491K	Buy	+5,404	New	+$476K	0.13%	147
2023 Q2	–	Sell	-5,566	Closed	-$443K	–	169
2023 Q1	$443K	Buy	+5,566	New	+$395K	0.12%	146

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

Legacy Capital Wealth Partners's NVO Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 11,330 shares — an estimated $416K sold.

Legacy Capital Wealth Partners first reported a position in NVO in Q1 2023 and held it in 11 quarters. The position peaked at $745K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Legacy Capital Wealth Partners reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 11,330 Novo Nordisk shares in Q2 2026, an estimated $416K.
Legacy Capital Wealth Partners first reported a position in Novo Nordisk in Q1 2023 and held it in 11 quarters.
Legacy Capital Wealth Partners's Novo Nordisk position peaked at $745K in Q2 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.