RDWM
NVO

Red Door Wealth Management’s Novo Nordisk NVO Stock Holding History

Red Door Wealth Management’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 		$699K Sell
14,577
-408
-3% -$17.5K 0.06% 151
2026
Q1 		$551K Buy
14,985
+392
+3% +$18.6K 0.06% 160
2025
Q4 		$742K Sell
14,593
-101
-0.7% -$5.17K 0.08% 128
2025
Q3 		$815K Buy
14,694
+5,186
+55% +$304K 0.09% 112
2025
Q2 		$656K Sell
9,508
-100
-1% -$6.8K 0.08% 134
2025
Q1 		$667K Hold
9,608
– – 0.1% 113
2024
Q4 		$826K Buy
9,608
+6,013
+167% +$650K 0.13% 104
2024
Q3 		$428K Buy
3,595
+199
+6% +$26.5K 0.07% 141
2024
Q2 		$485K Hold
3,396
– – 0.09% 118
2024
Q1 		$436K Sell
3,396
-496
-13% -$59K 0.08% 128
2023
Q4 		$403K Buy
3,892
+136
+4% +$13.4K 0.09% 127
2023
Q3 		$342K Buy
3,756
+806
+27% +$71K 0.09% 133
2023
Q2 		$239K Buy
+2,950
New +$241K 0.05% 203
2021
Q3 		– Sell
-10
Closed – – 454
2021
Q2 		$0 Buy
+10
New +$388 ﹤0.01% 646
2020
Q3 		– Sell
-140
Closed -$4K – 305
2020
Q2 		$4K Hold
140
– – ﹤0.01% 385
2020
Q1 		$4K Buy
+140
New +$4.17K ﹤0.01% 362

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Red Door Wealth Management's NVO Position: Q2 2026 in Review

Red Door Wealth Management reduced its Novo Nordisk (NVO) stake by 2.7% in Q2 2026, selling an estimated $17.5K and leaving 14,577 shares worth $699K. The position accounts for 0.06% of the portfolio, ranked #151.

Red Door Wealth Management first reported a position in NVO in Q1 2020 and has held it in 16 quarters since. The position peaked at $826K in Q4 2024. 654 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Red Door Wealth Management held 14,577 shares of Novo Nordisk worth $699K as of Q2 2026.
  • Red Door Wealth Management sold 408 Novo Nordisk shares in Q2 2026, an estimated $17.5K.
  • Novo Nordisk made up 0.06% of Red Door Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Red Door Wealth Management first reported a position in Novo Nordisk in Q1 2020 and has held it in 16 quarters since.
  • Red Door Wealth Management's Novo Nordisk position peaked at $826K in Q4 2024.
  • 654 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.