PWS
NVO

Peloton Wealth Strategists’s Novo Nordisk NVO Stock Holding History

Peloton Wealth Strategists’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 		$3.77M Buy
78,630
+3,800
+5% +$163K 1.39% 30
2026
Q1 		$2.75M Buy
74,830
+13,650
+22% +$647K 1.11% 38
2025
Q4 		$3.11M Buy
61,180
+24,300
+66% +$1.24M 1.21% 29
2025
Q3 		$2.05M Buy
36,880
+10,450
+40% +$612K 0.8% 43
2025
Q2 		$1.82M Buy
26,430
+13,750
+108% +$935K 0.73% 51
2025
Q1 		$880K Buy
+12,680
New +$1.05M 0.37% 68

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

Peloton Wealth Strategists's NVO Position: Q2 2026 in Review

Peloton Wealth Strategists increased its Novo Nordisk (NVO) stake by 5.1% in Q2 2026, buying an estimated $163K and bringing the position to 78,630 shares worth $3.77M. The position accounts for 1.39% of the portfolio, ranked #30.

Peloton Wealth Strategists first reported a position in NVO in Q1 2025 and has held it in 6 quarters since. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Peloton Wealth Strategists held 78,630 shares of Novo Nordisk worth $3.77M as of Q2 2026.
  • Peloton Wealth Strategists bought 3,800 Novo Nordisk shares in Q2 2026, an estimated $163K.
  • Novo Nordisk made up 1.39% of Peloton Wealth Strategists's portfolio in Q2 2026, its #30 holding.
  • Peloton Wealth Strategists first reported a position in Novo Nordisk in Q1 2025 and has held it in 6 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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