Retirement Wealth Solutions’s Novo Nordisk NVO Stock Holding History

Retirement Wealth Solutions’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	$8.68K	Buy	181 +16	+10%	+$687	﹤0.01%	247
2026 Q1	$6.06K	Sell	165 -11	-6%	-$521	﹤0.01%	286
2025 Q4	$8.96K	Sell	176 -30	-15%	-$1.53K	0.01%	237
2025 Q3	$11.4K	Buy	206 +134	+186%	+$7.84K	0.01%	213
2025 Q2	$4.97K	Sell	72 -6	-8%	-$408	﹤0.01%	299
2025 Q1	$5.42K	Hold	78	–	–	﹤0.01%	278
2024 Q4	$6.73K	Buy	+78	New	+$8.44K	0.01%	271

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

Retirement Wealth Solutions's NVO Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Novo Nordisk (NVO) stake by 9.7% in Q2 2026, buying an estimated $687 and bringing the position to 181 shares worth $8.68K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Retirement Wealth Solutions first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.4K in Q3 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Retirement Wealth Solutions held 181 shares of Novo Nordisk worth $8.68K as of Q2 2026.
Retirement Wealth Solutions bought 16 Novo Nordisk shares in Q2 2026, an estimated $687.
Novo Nordisk made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #247 holding.
Retirement Wealth Solutions first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's Novo Nordisk position peaked at $11.4K in Q3 2025.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.