PJWM
NVO

Philip James Wealth Mangement’s Novo Nordisk NVO Stock Holding History

Philip James Wealth Mangement’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 		$12.9M Buy
269,741
+185,606
+221% +$7.97M 1.46% 14
2026
Q1 		$3.09M Buy
+84,135
New +$3.99M 0.36% 54

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

Philip James Wealth Mangement's NVO Position: Q2 2026 in Review

Philip James Wealth Mangement increased its Novo Nordisk (NVO) stake by 221% in Q2 2026, buying an estimated $7.97M and bringing the position to 269,741 shares worth $12.9M. The position accounts for 1.46% of the portfolio, ranked #14.

Philip James Wealth Mangement first reported a position in NVO in Q1 2026 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Philip James Wealth Mangement held 269,741 shares of Novo Nordisk worth $12.9M as of Q2 2026.
  • Philip James Wealth Mangement bought 185,606 Novo Nordisk shares in Q2 2026, an estimated $7.97M.
  • Novo Nordisk made up 1.46% of Philip James Wealth Mangement's portfolio in Q2 2026, its #14 holding.
  • Philip James Wealth Mangement first reported a position in Novo Nordisk in Q1 2026 and has held it in 2 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.