Schrum Private Wealth Management’s Novo Nordisk NVO Stock Holding History

Schrum Private 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	$343K	Buy	+2,402	New	+$103K	0.35%	73
2025 Q1	–	Sell	-2,402	Closed	-$207K	–	130
2024 Q4	$207K	Sell	2,402 -2,402	-50%	-$260K	0.18%	123
2024 Q3	$572K	Buy	4,804 +2,402	+100%	+$320K	0.3%	80
2024 Q2	$343K	Hold	2,402	–	–	0.31%	78
2024 Q1	$308K	Hold	2,402	–	–	0.28%	86
2023 Q4	$248K	Hold	2,402	–	–	0.35%	76
2023 Q3	$218K	Buy	+2,402	New	+$212K	0.25%	103

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

Schrum Private Wealth Management's NVO Position: Q2 2026 in Review

Schrum Private Wealth Management opened a new position in Novo Nordisk (NVO) in Q2 2026: 2,402 shares worth $343K. The stake represents 0.35% of the portfolio and ranks #73 among its holdings. This is a return to the name: Schrum Private Wealth Management previously reported a position in NVO as recently as Q4 2024.

Schrum Private Wealth Management first reported a position in NVO in Q3 2023 and has held it in 7 quarters since. The position peaked at $572K in Q3 2024. 1,355 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Schrum Private Wealth Management held 2,402 shares of Novo Nordisk worth $343K as of Q2 2026.
Novo Nordisk was a new Schrum Private Wealth Management position in Q2 2026.
Novo Nordisk made up 0.35% of Schrum Private Wealth Management's portfolio in Q2 2026, its #73 holding.
Schrum Private Wealth Management first reported a position in Novo Nordisk in Q3 2023 and has held it in 7 quarters since.
Schrum Private Wealth Management's Novo Nordisk position peaked at $572K in Q3 2024.
1,355 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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