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

McCarter 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	$1.25M	Sell	26,067 -2,525	-9%	-$108K	0.43%	66
2026 Q1	$1.05M	Sell	28,592 -34,167	-54%	-$1.62M	0.46%	58
2025 Q4	$3.19M	Buy	62,759 +2,915	+5%	+$149K	1.44%	20
2025 Q3	$3.32M	Sell	59,844 -920	-2%	-$53.9K	1.7%	19
2025 Q2	$4.19M	Buy	60,764 +3,133	+5%	+$213K	2.4%	9
2025 Q1	$4M	Sell	57,631 -277	-0.5%	-$22.9K	2.62%	11
2024 Q4	$4.98M	Sell	57,908 -53	-0.1%	-$5.73K	3.16%	9
2024 Q3	$6.9M	Buy	+57,961	New	+$7.73M	4.36%	3

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

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

McCarter Private Wealth Services reduced its Novo Nordisk (NVO) stake by 8.8% in Q2 2026, selling an estimated $108K and leaving 26,067 shares worth $1.25M. The position accounts for 0.43% of the portfolio, ranked #66.

McCarter Private Wealth Services first reported a position in NVO in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.9M in Q3 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

McCarter Private Wealth Services held 26,067 shares of Novo Nordisk worth $1.25M as of Q2 2026.
McCarter Private Wealth Services sold 2,525 Novo Nordisk shares in Q2 2026, an estimated $108K.
Novo Nordisk made up 0.43% of McCarter Private Wealth Services's portfolio in Q2 2026, its #66 holding.
McCarter Private Wealth Services first reported a position in Novo Nordisk in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Novo Nordisk position peaked at $6.9M in Q3 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.