Principia Wealth Advisory’s Novo Nordisk NVO Stock Holding History

Principia Wealth Advisory’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	$11.9K	Buy	249 +75	+43%	+$3.22K	0.01%	224
2026 Q1	$6.39K	Buy	174 +12	+7%	+$569	﹤0.01%	258
2025 Q4	$8.24K	Sell	162 -4	-2%	-$205	0.01%	220
2025 Q3	$9.21K	Buy	166 +105	+172%	+$6.15K	0.01%	209
2025 Q2	$4.21K	Buy	+61	New	+$4.15K	﹤0.01%	257

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

Principia Wealth Advisory's NVO Position: Q2 2026 in Review

Principia Wealth Advisory increased its Novo Nordisk (NVO) stake by 43% in Q2 2026, buying an estimated $3.22K and bringing the position to 249 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #224.

Principia Wealth Advisory first reported a position in NVO in Q2 2025 and has held it in 5 quarters since. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Principia Wealth Advisory held 249 shares of Novo Nordisk worth $11.9K as of Q2 2026.
Principia Wealth Advisory bought 75 Novo Nordisk shares in Q2 2026, an estimated $3.22K.
Novo Nordisk made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #224 holding.
Principia Wealth Advisory first reported a position in Novo Nordisk in Q2 2025 and has held it in 5 quarters since.
1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.