SWM
NVO

SHP Wealth Management’s Novo Nordisk NVO Stock Holding History

SHP 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 		$75.5K Buy
1,574
+260
+20% +$11.2K 0.01% 459
2026
Q1 		$48.3K Sell
1,314
-2
-0.2% -$95 ﹤0.01% 500
2025
Q4 		$67K Buy
+1,316
New +$67.3K 0.01% 422

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

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

SHP Wealth Management increased its Novo Nordisk (NVO) stake by 20% in Q2 2026, buying an estimated $11.2K and bringing the position to 1,574 shares worth $75.5K. The position accounts for 0.01% of the portfolio, ranked #459.

SHP Wealth Management first reported a position in NVO in Q4 2025 and has held it in 3 quarters since. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • SHP Wealth Management held 1,574 shares of Novo Nordisk worth $75.5K as of Q2 2026.
  • SHP Wealth Management bought 260 Novo Nordisk shares in Q2 2026, an estimated $11.2K.
  • Novo Nordisk made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #459 holding.
  • SHP Wealth Management first reported a position in Novo Nordisk in Q4 2025 and has held it in 3 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.