PWM
NVO

Perigon Wealth Management’s Novo Nordisk NVO Stock Holding History

Perigon Wealth Management’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 Sell
25,891
-3,590
-12% -$154K 0.02% 520
2026
Q1 		$1.08M Sell
29,481
-37,727
-56% -$1.79M 0.02% 510
2025
Q4 		$3.42M Buy
67,208
+18,833
+39% +$963K 0.06% 264
2025
Q3 		$2.68M Buy
48,375
+36,761
+317% +$2.15M 0.05% 292
2025
Q2 		$802K Sell
11,614
-2,746
-19% -$187K 0.02% 538
2025
Q1 		$997K Sell
14,360
-954
-6% -$78.8K 0.03% 452
2024
Q4 		$1.27M Sell
15,314
-3,318
-18% -$359K 0.03% 388
2024
Q3 		$2.22M Sell
18,632
-69
-0.4% -$9.2K 0.06% 271
2024
Q2 		$2.67M Buy
18,701
+108
+0.6% +$14.3K 0.08% 220
2024
Q1 		$2.39M Buy
18,593
+6,428
+53% +$765K 0.07% 229
2023
Q4 		$1.26M Buy
12,165
+4,798
+65% +$474K 0.04% 295
2023
Q3 		$670K Buy
7,367
+711
+11% +$62.6K 0.03% 384
2023
Q2 		$539K Buy
6,656
+2,060
+45% +$168K 0.02% 439
2023
Q1 		$366K Sell
4,596
-416
-8% -$29.5K 0.02% 475
2022
Q4 		$339K Sell
5,012
-194
-4% -$11.4K 0.02% 496
2022
Q3 		$259K Buy
5,206
+160
+3% +$8.57K 0.02% 465
2022
Q2 		$281K Buy
+5,046
New +$280K 0.02% 440
2021
Q1 		– Sell
-1,360
Closed -$47K – 853
2020
Q4 		$47K Buy
+1,360
New +$47K 0.01% 759
2018
Q2 		– Sell
-1,050
Closed -$26K – 485
2018
Q1 		$26K Hold
1,050
– – 0.01% 398
2017
Q4 		$28K Hold
1,050
– – 0.01% 364
2017
Q3 		$25K Hold
1,050
– – 0.01% 419
2017
Q2 		$23K Sell
1,050
-3,482
-77% -$70.3K 0.01% 440
2017
Q1 		$79K Sell
4,532
-1,530
-25% -$26.6K 0.02% 329
2016
Q4 		$105K Buy
+6,062
New +$110K 0.02% 284
2016
Q3 		– Sell
-1,050
Closed -$28K – 628
2016
Q2 		$28K Buy
+1,050
New +$28.8K 0.01% 314

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

Perigon Wealth Management's NVO Position: Q2 2026 in Review

Perigon Wealth Management reduced its Novo Nordisk (NVO) stake by 12% in Q2 2026, selling an estimated $154K and leaving 25,891 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #520.

Perigon Wealth Management first reported a position in NVO in Q2 2016 and has held it in 25 quarters since. The position peaked at $3.42M in Q4 2025. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Perigon Wealth Management held 25,891 shares of Novo Nordisk worth $1.24M as of Q2 2026.
  • Perigon Wealth Management sold 3,590 Novo Nordisk shares in Q2 2026, an estimated $154K.
  • Novo Nordisk made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #520 holding.
  • Perigon Wealth Management first reported a position in Novo Nordisk in Q2 2016 and has held it in 25 quarters since.
  • Perigon Wealth Management's Novo Nordisk position peaked at $3.42M in Q4 2025.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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