Provenance Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Provenance Wealth Advisors’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	$40.3K	Hold	841	–	–	﹤0.01%	242
2026 Q1	$30.9K	Hold	841	–	–	﹤0.01%	238
2025 Q4	$42.8K	Hold	841	–	–	﹤0.01%	208
2025 Q3	$46.7K	Hold	841	–	–	0.01%	219
2025 Q2	$58K	Sell	841 -2,716	-76%	-$185K	0.01%	202
2025 Q1	$247K	Sell	3,557 -2,284	-39%	-$189K	0.04%	119
2024 Q4	$502K	Hold	5,841	–	–	0.06%	89
2024 Q3	$695K	Hold	5,841	–	–	0.09%	80
2024 Q2	$834K	Hold	5,841	–	–	0.12%	70
2024 Q1	$750K	Hold	5,841	–	–	0.11%	71
2023 Q4	$604K	Buy	5,841 +828	+17%	+$81.9K	0.08%	76
2023 Q3	$456K	Buy	+5,013	New	+$442K	0.07%	77

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

Provenance Wealth Advisors's NVO Position: Q2 2026 in Review

Provenance Wealth Advisors held its Novo Nordisk (NVO) position steady in Q2 2026 at 841 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Provenance Wealth Advisors first reported a position in NVO in Q3 2023 and has held it in 12 quarters since. The position peaked at $834K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Provenance Wealth Advisors held 841 shares of Novo Nordisk worth $40.3K as of Q2 2026.
Provenance Wealth Advisors left its Novo Nordisk share count unchanged in Q2 2026.
Novo Nordisk made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #242 holding.
Provenance Wealth Advisors first reported a position in Novo Nordisk in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's Novo Nordisk position peaked at $834K in Q2 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.