PWMA
NVO

Pension & Wealth Management Advisors’s Novo Nordisk NVO Stock Holding History

Pension & Wealth Management 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 		$20.6K Buy
+430
New +$18.5K 0.01% 394
2024
Q3 		– Sell
-30
Closed -$4.28K – 406
2024
Q2 		$4.28K Buy
+30
New +$3.98K ﹤0.01% 306

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Pension & Wealth Management Advisors's NVO Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in Novo Nordisk (NVO) in Q2 2026: 430 shares worth $20.6K. The stake represents 0.01% of the portfolio and ranks #394 among its holdings. This is a return to the name: Pension & Wealth Management Advisors previously reported a position in NVO as recently as Q2 2024.

Pension & Wealth Management Advisors first reported a position in NVO in Q2 2024 and has held it in 2 quarters since. 1,293 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Pension & Wealth Management Advisors held 430 shares of Novo Nordisk worth $20.6K as of Q2 2026.
  • Novo Nordisk was a new Pension & Wealth Management Advisors position in Q2 2026.
  • Novo Nordisk made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #394 holding.
  • Pension & Wealth Management Advisors first reported a position in Novo Nordisk in Q2 2024 and has held it in 2 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.