Principle Wealth Partners’s Novo Nordisk NVO Stock Holding History

Principle Wealth Partners’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	$503K	Sell	10,497 -1,868	-15%	-$80.3K	0.02%	257
2026 Q1	$454K	Buy	12,365 +644	+5%	+$30.5K	0.03%	252
2025 Q4	$596K	Sell	11,721 -1,414	-11%	-$72.3K	0.03%	220
2025 Q3	$729K	Buy	13,135 +5,540	+73%	+$324K	0.04%	190
2025 Q2	$524K	Buy	7,595 +941	+14%	+$64K	0.03%	228
2025 Q1	$462K	Buy	6,654 +2,152	+48%	+$178K	0.03%	235
2024 Q4	$387K	Buy	4,502 +510	+13%	+$55.2K	0.03%	253
2024 Q3	$475K	Buy	3,992 +25	+0.6%	+$3.33K	0.03%	231
2024 Q2	$566K	Buy	3,967 +198	+5%	+$26.2K	0.04%	204
2024 Q1	$484K	Sell	3,769 -5	-0.1%	-$595	0.04%	225
2023 Q4	$390K	Buy	+3,774	New	+$373K	0.03%	240
2020 Q3	–	Sell	-2,000	Closed	-$65K	–	335
2020 Q2	$65K	Buy	+2,000	New	+$63.8K	0.02%	252

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

Principle Wealth Partners's NVO Position: Q2 2026 in Review

Principle Wealth Partners reduced its Novo Nordisk (NVO) stake by 15% in Q2 2026, selling an estimated $80.3K and leaving 10,497 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #257.

Principle Wealth Partners first reported a position in NVO in Q2 2020 and has held it in 12 quarters since. The position peaked at $729K in Q3 2025. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Principle Wealth Partners held 10,497 shares of Novo Nordisk worth $503K as of Q2 2026.
Principle Wealth Partners sold 1,868 Novo Nordisk shares in Q2 2026, an estimated $80.3K.
Novo Nordisk made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #257 holding.
Principle Wealth Partners first reported a position in Novo Nordisk in Q2 2020 and has held it in 12 quarters since.
Principle Wealth Partners's Novo Nordisk position peaked at $729K in Q3 2025.
1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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