MWM
NVO

Meridian Wealth Management’s Novo Nordisk NVO Stock Holding History

Meridian 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 		$441K Sell
9,208
-3,937
-30% -$169K 0.01% 580
2026
Q1 		$483K Sell
13,145
-33,190
-72% -$1.57M 0.02% 526
2025
Q4 		$2.36M Buy
46,335
+33,666
+266% +$1.72M 0.08% 208
2025
Q3 		$703K Sell
12,669
-2,063
-14% -$121K 0.03% 405
2025
Q2 		$1.02M Sell
14,732
-760
-5% -$51.7K 0.04% 306
2025
Q1 		$1.08M Sell
15,492
-7,885
-34% -$651K 0.05% 279
2024
Q4 		$2.01M Sell
23,377
-103,509
-82% -$11.2M 0.1% 185
2024
Q3 		$15.1M Buy
+126,886
New +$16.9M 0.74% 23
2024
Q2 		– Sell
-96,386
Closed -$12.4M – 466
2024
Q1 		$12.4M Buy
96,386
+42,385
+78% +$5.05M 2.06% 9
2023
Q4 		$5.59M Sell
54,001
-9,921
-16% -$981K 0.36% 63
2023
Q3 		$5.81M Buy
63,922
+30,062
+89% +$2.65M 0.36% 54
2023
Q2 		$2.74M Buy
33,860
+22,680
+203% +$1.85M 0.23% 95
2023
Q1 		$890K Sell
11,180
-174
-2% -$12.3K 0.08% 224
2022
Q4 		$768K Buy
11,354
+5,394
+91% +$316K 0.08% 235
2022
Q3 		$297K Sell
5,960
-2,510
-30% -$134K 0.03% 370
2022
Q2 		$472K Buy
+8,470
New +$470K 0.04% 362
2019
Q3 		– Sell
-1,820
Closed -$46.4K – 385
2019
Q2 		$46.4K Buy
+1,820
New +$45K 0.02% 382

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

Meridian Wealth Management's NVO Position: Q2 2026 in Review

Meridian Wealth Management reduced its Novo Nordisk (NVO) stake by 30% in Q2 2026, selling an estimated $169K and leaving 9,208 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #580.

Meridian Wealth Management first reported a position in NVO in Q2 2019 and has held it in 17 quarters since. The position peaked at $15.1M in Q3 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Meridian Wealth Management held 9,208 shares of Novo Nordisk worth $441K as of Q2 2026.
  • Meridian Wealth Management sold 3,937 Novo Nordisk shares in Q2 2026, an estimated $169K.
  • Novo Nordisk made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #580 holding.
  • Meridian Wealth Management first reported a position in Novo Nordisk in Q2 2019 and has held it in 17 quarters since.
  • Meridian Wealth Management's Novo Nordisk position peaked at $15.1M in Q3 2024.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.