Sagespring Wealth Partners’s Novo Nordisk NVO Stock Holding History

Sagespring 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	$759K	Buy	15,840 +3,367	+27%	+$145K	0.01%	416
2026 Q1	$458K	Sell	12,473 -2,693	-18%	-$128K	0.01%	521
2025 Q4	$772K	Sell	15,166 -1,868	-11%	-$95.5K	0.01%	360
2025 Q3	$945K	Sell	17,034 -2,142	-11%	-$125K	0.02%	308
2025 Q2	$1.32M	Buy	19,176 +1,140	+6%	+$77.5K	0.03%	227
2025 Q1	$1.25M	Sell	18,036 -1,308	-7%	-$108K	0.03%	209
2024 Q4	$1.66M	Buy	+19,344	New	+$2.09M	0.04%	158

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

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

Sagespring Wealth Partners increased its Novo Nordisk (NVO) stake by 27% in Q2 2026, buying an estimated $145K and bringing the position to 15,840 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #416.

Sagespring Wealth Partners first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.66M in Q4 2024. 1,355 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Sagespring Wealth Partners held 15,840 shares of Novo Nordisk worth $759K as of Q2 2026.
Sagespring Wealth Partners bought 3,367 Novo Nordisk shares in Q2 2026, an estimated $145K.
Novo Nordisk made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #416 holding.
Sagespring Wealth Partners first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Novo Nordisk position peaked at $1.66M in Q4 2024.
1,355 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.