SW
NVO

Simplicity Wealth’s Novo Nordisk NVO Stock Holding History

Simplicity Wealth’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 		$331K Buy
6,898
+682
+11% +$29.3K 0.01% 796
2026
Q1 		$228K Buy
6,216
+857
+16% +$40.6K 0.01% 683
2025
Q4 		$273K Buy
5,359
+944
+21% +$48.3K 0.02% 587
2025
Q3 		$245K Buy
4,415
+992
+29% +$58.1K 0.01% 620
2025
Q2 		$236K Buy
3,423
+240
+8% +$16.3K 0.01% 551
2025
Q1 		$221K Sell
3,183
-2,326
-42% -$192K 0.02% 505
2024
Q4 		$474K Buy
5,509
+1,114
+25% +$120K 0.1% 175
2024
Q3 		$523K Sell
4,395
-119,045
-96% -$15.9M 0.05% 285
2024
Q2 		$17.6M Sell
123,440
-31,148
-20% -$4.13M 0.4% 41
2024
Q1 		$19.8M Buy
+154,588
New +$18.4M 0.47% 33

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Simplicity Wealth's NVO Position: Q2 2026 in Review

Simplicity Wealth increased its Novo Nordisk (NVO) stake by 11% in Q2 2026, buying an estimated $29.3K and bringing the position to 6,898 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #796.

Simplicity Wealth first reported a position in NVO in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.8M in Q1 2024. 884 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Simplicity Wealth held 6,898 shares of Novo Nordisk worth $331K as of Q2 2026.
  • Simplicity Wealth bought 682 Novo Nordisk shares in Q2 2026, an estimated $29.3K.
  • Novo Nordisk made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #796 holding.
  • Simplicity Wealth first reported a position in Novo Nordisk in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Novo Nordisk position peaked at $19.8M in Q1 2024.
  • 884 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.