Phillips Wealth Planners’s Novo Nordisk NVO Stock Holding History

Phillips Wealth Planners’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	-4,321	Closed	-$200K	–	223
2026 Q1	$200K	Buy	+4,321	New	+$205K	0.15%	209
2025 Q3	–	Sell	-4,014	Closed	-$280K	–	210
2025 Q2	$280K	Sell	4,014 -28	-0.7%	-$1.91K	0.25%	144
2025 Q1	$262K	Buy	4,042 +1,292	+47%	+$107K	0.28%	132
2024 Q4	$237K	Buy	2,750 +203	+8%	+$22K	0.24%	149
2024 Q3	$301K	Sell	2,547 -52	-2%	-$6.93K	0.29%	126
2024 Q2	$371K	Sell	2,599 -112	-4%	-$14.8K	0.39%	88
2024 Q1	$335K	Sell	2,711 -164	-6%	-$19.5K	0.38%	95
2023 Q4	$309K	Sell	2,875 -186	-6%	-$18.4K	0.37%	93
2023 Q3	$299K	Sell	3,061 -157	-5%	-$13.8K	0.4%	92
2023 Q2	$260K	Sell	3,218 -38	-1%	-$3.1K	0.34%	109
2023 Q1	$273K	Buy	+3,256	New	+$231K	0.36%	104

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Phillips Wealth Planners's NVO Position: Q2 2026 in Review

Phillips Wealth Planners sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 4,321 shares — an estimated $200K sold.

Phillips Wealth Planners first reported a position in NVO in Q1 2023 and held it in 11 quarters. The position peaked at $371K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Phillips Wealth Planners reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
Phillips Wealth Planners sold 4,321 Novo Nordisk shares in Q2 2026, an estimated $200K.
Phillips Wealth Planners first reported a position in Novo Nordisk in Q1 2023 and held it in 11 quarters.
Phillips Wealth Planners's Novo Nordisk position peaked at $371K in Q2 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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