Portside Wealth Group’s Novo Nordisk NVO Stock Holding History

Portside Wealth Group’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	$3.66M	Buy	76,258 +1,985	+3%	+$85.3K	0.43%	56
2026 Q1	$2.73M	Buy	74,273 +28,036	+61%	+$1.33M	0.37%	61
2025 Q4	$2.35M	Sell	46,237 -3,178	-6%	-$163K	0.32%	75
2025 Q3	$2.74M	Buy	49,415 +7,677	+18%	+$449K	0.38%	61
2025 Q2	$2.88M	Sell	41,738 -2,814	-6%	-$191K	0.43%	57
2025 Q1	$3.09M	Sell	44,552 -9,133	-17%	-$754K	0.5%	56
2024 Q4	$4.62M	Sell	53,685 -5,330	-9%	-$576K	0.76%	28
2024 Q3	$7.03M	Buy	59,015 +2,200	+4%	+$293K	1.2%	17
2024 Q2	$8.11M	Sell	56,815 -336	-0.6%	-$44.5K	1.55%	7
2024 Q1	$7.34M	Sell	57,151 -2,170	-4%	-$258K	1.36%	11
2023 Q4	$6.14M	Sell	59,321 -3,514	-6%	-$348K	1.14%	17
2023 Q3	$5.71M	Buy	62,835 +29,721	+90%	+$2.62M	1.07%	21
2023 Q2	$2.68M	Buy	+33,114	New	+$2.71M	0.5%	52

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

Portside Wealth Group's NVO Position: Q2 2026 in Review

Portside Wealth Group increased its Novo Nordisk (NVO) stake by 2.7% in Q2 2026, buying an estimated $85.3K and bringing the position to 76,258 shares worth $3.66M. The position accounts for 0.43% of the portfolio, ranked #56.

Portside Wealth Group first reported a position in NVO in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.11M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Portside Wealth Group held 76,258 shares of Novo Nordisk worth $3.66M as of Q2 2026.
Portside Wealth Group bought 1,985 Novo Nordisk shares in Q2 2026, an estimated $85.3K.
Novo Nordisk made up 0.43% of Portside Wealth Group's portfolio in Q2 2026, its #56 holding.
Portside Wealth Group first reported a position in Novo Nordisk in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's Novo Nordisk position peaked at $8.11M in Q2 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.