RWM
NVO

Ritholtz Wealth Management’s Novo Nordisk NVO Stock Holding History

Ritholtz 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 		$2.89M Buy
60,219
+7,742
+15% +$333K 0.04% 320
2026
Q1 		$1.93M Sell
52,477
-6,262
-11% -$297K 0.03% 382
2025
Q4 		$2.99M Sell
58,739
-14,443
-20% -$739K 0.05% 254
2025
Q3 		$4.06M Sell
73,182
-27,835
-28% -$1.63M 0.08% 168
2025
Q2 		$6.97M Sell
101,017
-3,292
-3% -$224K 0.15% 75
2025
Q1 		$7.24M Sell
104,309
-16,517
-14% -$1.36M 0.22% 64
2024
Q4 		$10.4M Buy
120,826
+2,341
+2% +$253K 0.31% 41
2024
Q3 		$14.1M Buy
118,485
+8,934
+8% +$1.19M 0.43% 34
2024
Q2 		$15.6M Buy
109,551
+744
+0.7% +$98.6K 0.52% 28
2024
Q1 		$14M Buy
108,807
+24,289
+29% +$2.89M 0.48% 32
2023
Q4 		$8.74M Buy
84,518
+2,595
+3% +$257K 0.34% 38
2023
Q3 		$7.45M Sell
81,923
-16,797
-17% -$1.48M 0.33% 41
2023
Q2 		$7.99M Buy
98,720
+1,480
+2% +$121K 0.36% 36
2023
Q1 		$7.74M Buy
97,240
+4,826
+5% +$342K 0.39% 33
2022
Q4 		$6.25M Buy
92,414
+22,040
+31% +$1.29M 0.35% 42
2022
Q3 		$3.51M Buy
70,374
+11,390
+19% +$610K 0.19% 73
2022
Q2 		$3.29M Buy
58,984
+9,628
+20% +$534K 0.21% 58
2022
Q1 		$2.74M Buy
49,356
+12,156
+33% +$624K 0.19% 60
2021
Q4 		$2.08M Buy
37,200
+6,892
+23% +$373K 0.13% 78
2021
Q3 		$1.46M Buy
30,308
+4,854
+19% +$235K 0.1% 99
2021
Q2 		$1.07M Buy
25,454
+5,868
+30% +$227K 0.08% 132
2021
Q1 		$660K Buy
19,586
+6,286
+47% +$224K 0.06% 165
2020
Q4 		$465K Buy
13,300
+1,368
+11% +$47.3K 0.04% 176
2020
Q3 		$414K Buy
11,932
+2,946
+33% +$98.2K 0.05% 161
2020
Q2 		$294K Buy
+8,986
New +$287K 0.04% 182

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ritholtz Wealth Management's NVO Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Novo Nordisk (NVO) stake by 15% in Q2 2026, buying an estimated $333K and bringing the position to 60,219 shares worth $2.89M. The position accounts for 0.04% of the portfolio, ranked #320.

Ritholtz Wealth Management first reported a position in NVO in Q2 2020 and has held it in 25 quarters since. The position peaked at $15.6M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Ritholtz Wealth Management held 60,219 shares of Novo Nordisk worth $2.89M as of Q2 2026.
  • Ritholtz Wealth Management bought 7,742 Novo Nordisk shares in Q2 2026, an estimated $333K.
  • Novo Nordisk made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #320 holding.
  • Ritholtz Wealth Management first reported a position in Novo Nordisk in Q2 2020 and has held it in 25 quarters since.
  • Ritholtz Wealth Management's Novo Nordisk position peaked at $15.6M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.