SDWIA
NVO

Schwarz Dygos Wheeler Investment Advisors’s Novo Nordisk NVO Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$350K Sell
7,293
-46
-0.6% -$1.98K 0.07% 129
2026
Q1 		$270K Sell
7,339
-150
-2% -$7.11K 0.06% 142
2025
Q4 		$381K Hold
7,489
– – 0.08% 114
2025
Q3 		$416K Sell
7,489
-972
-11% -$56.9K 0.09% 112
2025
Q2 		$584K Sell
8,461
-60
-0.7% -$4.08K 0.13% 101
2025
Q1 		$592K Sell
8,521
-400
-4% -$33K 0.14% 100
2024
Q4 		$767K Sell
8,921
-540
-6% -$58.4K 0.19% 82
2024
Q3 		$1.13M Sell
9,461
-656
-6% -$87.5K 0.28% 59
2024
Q2 		$1.44M Buy
10,117
+19
+0.2% +$2.52K 0.39% 51
2024
Q1 		$1.3M Buy
10,098
+5
+0% +$595 0.36% 55
2023
Q4 		$1.04M Sell
10,093
-270
-3% -$26.7K 0.32% 56
2023
Q3 		$942K Sell
10,363
-9
-0.1% -$793 0.32% 55
2023
Q2 		$839K Sell
10,372
-6,818
-40% -$557K 0.28% 61
2023
Q1 		$1.37M Buy
17,190
+200
+1% +$14.2K 0.5% 45
2022
Q4 		$1.15M Hold
16,990
– – 0.45% 47
2022
Q3 		$846K Buy
16,990
+200
+1% +$10.7K 0.38% 52
2022
Q2 		$935K Hold
16,790
– – 0.38% 53
2022
Q1 		$932K Buy
16,790
+1,970
+13% +$101K 0.31% 54
2021
Q4 		$830K Buy
14,820
+604
+4% +$32.7K 0.28% 61
2021
Q3 		$682K Sell
14,216
-252
-2% -$12.2K 0.25% 67
2021
Q2 		$606K Buy
14,468
+620
+4% +$24K 0.22% 72
2021
Q1 		$467K Hold
13,848
– – 0.19% 76
2020
Q4 		$484K Hold
13,848
– – 0.23% 63
2020
Q3 		$481K Hold
13,848
– – 0.27% 63
2020
Q2 		$451K Buy
13,848
+268
+2% +$8.55K 0.29% 57
2020
Q1 		$409K Hold
13,580
– – 0.35% 50
2019
Q4 		$393K Buy
13,580
+1,000
+8% +$27.7K 0.27% 57
2019
Q3 		$325K Sell
12,580
-500
-4% -$12.6K 0.26% 61
2019
Q2 		$334K Buy
13,080
+50
+0.4% +$1.24K 0.28% 60
2019
Q1 		$341K Hold
13,030
– – 0.29% 57
2018
Q4 		$300K Buy
+13,030
New +$290K 0.32% 52

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

Schwarz Dygos Wheeler Investment Advisors's NVO Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Novo Nordisk (NVO) stake by 0.63% in Q2 2026, selling an estimated $1.98K and leaving 7,293 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #129.

Schwarz Dygos Wheeler Investment Advisors first reported a position in NVO in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.44M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 7,293 shares of Novo Nordisk worth $350K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 46 Novo Nordisk shares in Q2 2026, an estimated $1.98K.
  • Novo Nordisk made up 0.07% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #129 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Novo Nordisk in Q4 2018 and has held it in 31 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Novo Nordisk position peaked at $1.44M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.