NWS
NVO

Nvest Wealth Strategies’s Novo Nordisk NVO Stock Holding History

Nvest Wealth Strategies’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 		$432 Hold
9
– – ﹤0.01% 293
2026
Q1 		$331 Hold
9
– – ﹤0.01% 341
2025
Q4 		$458 Buy
+9
New +$460 ﹤0.01% 204

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Nvest Wealth Strategies's NVO Position: Q2 2026 in Review

Nvest Wealth Strategies held its Novo Nordisk (NVO) position steady in Q2 2026 at 9 shares worth $432. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Nvest Wealth Strategies first reported a position in NVO in Q4 2025 and has held it in 3 quarters since. The position peaked at $458 in Q4 2025. 819 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Nvest Wealth Strategies held 9 shares of Novo Nordisk worth $432 as of Q2 2026.
  • Nvest Wealth Strategies left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #293 holding.
  • Nvest Wealth Strategies first reported a position in Novo Nordisk in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Novo Nordisk position peaked at $458 in Q4 2025.
  • 819 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.