NWAM LLC’s Novo Nordisk NVO Stock Holding History

NWAM LLC’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 Q3	$964K	Sell	25,432 -484	-2%	-$22.3K	0.05%	343
2026 Q2	$1.24M	Buy	25,916 +5,254	+25%	+$226K	0.06%	292
2026 Q1	$759K	Buy	20,662 +15,872	+331%	+$752K	0.04%	329
2025 Q4	$306K	Buy	+4,790	New	+$245K	0.02%	496
2025 Q1	–	Sell	-2,693	Closed	-$232K	–	572
2024 Q4	$232K	Sell	2,693 -80	-3%	-$8.65K	0.01%	541
2024 Q3	$330K	Buy	+2,773	New	+$370K	0.02%	472
2024 Q2	–	Sell	-3,831	Closed	-$488K	–	406
2024 Q1	$488K	Buy	3,831 +1,299	+51%	+$155K	0.04%	342
2023 Q4	$262K	Sell	2,532 -15	-0.6%	-$1.48K	0.02%	469
2023 Q3	$232K	Buy	+2,547	New	+$224K	0.02%	441
2023 Q2	–	Sell	-2,778	Closed	-$221K	–	564
2023 Q1	$221K	Buy	+2,778	New	+$197K	0.02%	435

Other funds holding NVO

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

NWAM LLC's NVO Position: Q3 2026 in Review

NWAM LLC reduced its Novo Nordisk (NVO) stake by 1.9% in Q3 2026, selling an estimated $22.3K and leaving 25,432 shares worth $964K. The position accounts for 0.05% of the portfolio, ranked #343.

NWAM LLC first reported a position in NVO in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q2 2026. 913 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

NWAM LLC held 25,432 shares of Novo Nordisk worth $964K as of Q3 2026.
NWAM LLC sold 484 Novo Nordisk shares in Q3 2026, an estimated $22.3K.
Novo Nordisk made up 0.05% of NWAM LLC's portfolio in Q3 2026, its #343 holding.
NWAM LLC first reported a position in Novo Nordisk in Q1 2023 and has held it in 10 quarters since.
NWAM LLC's Novo Nordisk position peaked at $1.24M in Q2 2026.
913 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on NWAM LLC's 13F filing for Q3 2026, filed 9 Nov 2026.