NL
NVO

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
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

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

NWAM LLC's NVO Position: Q2 2026 in Review

NWAM LLC increased its Novo Nordisk (NVO) stake by 25% in Q2 2026, buying an estimated $226K and bringing the position to 25,916 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #292.

NWAM LLC first reported a position in NVO in Q1 2023 and has held it in 9 quarters since. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • NWAM LLC held 25,916 shares of Novo Nordisk worth $1.24M as of Q2 2026.
  • NWAM LLC bought 5,254 Novo Nordisk shares in Q2 2026, an estimated $226K.
  • Novo Nordisk made up 0.06% of NWAM LLC's portfolio in Q2 2026, its #292 holding.
  • NWAM LLC first reported a position in Novo Nordisk in Q1 2023 and has held it in 9 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.