OWA
NVO

Opal Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Opal Wealth Advisors’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 		– Sell
-3,397
Closed -$125K – 457
2026
Q1 		$125K Buy
+3,397
New +$161K 0.03% 253
2025
Q4 		– Sell
-4,207
Closed -$233K – 216
2025
Q3 		$233K Buy
4,207
+1,091
+35% +$63.9K 0.07% 171
2025
Q2 		$215K Sell
3,116
-562
-15% -$38.2K 0.06% 183
2025
Q1 		$255K Sell
3,678
-455
-11% -$37.6K 0.08% 143
2024
Q4 		$356K Buy
4,133
+962
+30% +$104K 0.11% 116
2024
Q3 		$378K Buy
3,171
+418
+15% +$55.7K 0.12% 103
2024
Q2 		$393K Sell
2,753
-254
-8% -$33.7K 0.13% 93
2024
Q1 		$386K Buy
3,007
+7
+0.2% +$833 0.13% 105
2023
Q4 		$310K Sell
3,000
-14
-0.5% -$1.38K 0.12% 125
2023
Q3 		$274K Buy
3,014
+468
+18% +$41.2K 0.16% 111
2023
Q2 		$206K Sell
2,546
-148
-5% -$12.1K 0.1% 138
2023
Q1 		$214K Sell
2,694
-788
-23% -$55.9K 0.13% 105
2022
Q4 		$236K Buy
+3,482
New +$204K 0.13% 100

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

Opal Wealth Advisors's NVO Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 3,397 shares — an estimated $125K sold.

Opal Wealth Advisors first reported a position in NVO in Q4 2022 and held it in 13 quarters. The position peaked at $393K in Q2 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 3,397 Novo Nordisk shares in Q2 2026, an estimated $125K.
  • Opal Wealth Advisors first reported a position in Novo Nordisk in Q4 2022 and held it in 13 quarters.
  • Opal Wealth Advisors's Novo Nordisk position peaked at $393K in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.