NW
NVO

NewEdge Wealth’s Novo Nordisk NVO Stock Holding History

NewEdge Wealth’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 		$2.91M Sell
60,632
-22,983
-27% -$987K 0.03% 362
2026
Q1 		$3.07M Buy
83,615
+13,849
+20% +$656K 0.04% 326
2025
Q4 		$3.55M Sell
69,766
-2,476
-3% -$127K 0.04% 318
2025
Q3 		$3.5M Buy
72,242
+37,670
+109% +$2.2M 0.05% 276
2025
Q2 		$1.69M Sell
34,572
-23,089
-40% -$1.57M 0.03% 415
2025
Q1 		$4M Buy
57,661
+16,887
+41% +$1.39M 0.07% 225
2024
Q4 		$3.51M Sell
40,774
-6,769
-14% -$732K 0.06% 246
2024
Q3 		$5.66M Buy
47,543
+6,564
+16% +$875K 0.1% 173
2024
Q2 		$5.85M Sell
40,979
-433
-1% -$57.4K 0.13% 142
2024
Q1 		$5.14M Buy
41,412
+12,283
+42% +$1.46M 0.12% 159
2023
Q4 		$3.01M Sell
29,129
-962
-3% -$95.1K 0.08% 224
2023
Q3 		$2.74M Buy
30,091
+515
+2% +$45.4K 0.09% 204
2023
Q2 		$2.39M Buy
29,576
+60
+0.2% +$4.9K 0.08% 217
2023
Q1 		$2.35M Sell
29,516
-3,790
-11% -$269K 0.09% 197
2022
Q4 		$2.25M Sell
33,306
-514
-2% -$30.1K 0.1% 198
2022
Q3 		$1.69M Sell
33,820
-1,096
-3% -$58.7K 0.08% 211
2022
Q2 		$1.95M Buy
34,916
+27,332
+360% +$1.52M 0.09% 195
2022
Q1 		$421K Sell
7,584
-2,408
-24% -$124K 0.02% 324
2021
Q4 		$559K Sell
9,992
-312
-3% -$16.9K 0.02% 283
2021
Q3 		$495K Buy
10,304
+1,360
+15% +$65.7K 0.03% 219
2021
Q2 		$375K Buy
8,944
+1,282
+17% +$49.7K 0.03% 227
2021
Q1 		$258K Buy
+7,662
New +$273K 0.03% 264

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

NewEdge Wealth's NVO Position: Q2 2026 in Review

NewEdge Wealth reduced its Novo Nordisk (NVO) stake by 27% in Q2 2026, selling an estimated $987K and leaving 60,632 shares worth $2.91M. The position accounts for 0.03% of the portfolio, ranked #362.

NewEdge Wealth first reported a position in NVO in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.85M in Q2 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • NewEdge Wealth held 60,632 shares of Novo Nordisk worth $2.91M as of Q2 2026.
  • NewEdge Wealth sold 22,983 Novo Nordisk shares in Q2 2026, an estimated $987K.
  • Novo Nordisk made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #362 holding.
  • NewEdge Wealth first reported a position in Novo Nordisk in Q1 2021 and has held it in 22 quarters since.
  • NewEdge Wealth's Novo Nordisk position peaked at $5.85M in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.