SWM
NVO

Spire Wealth Management’s Novo Nordisk NVO Stock Holding History

Spire 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 		$240K Sell
4,999
-793
-14% -$34.1K 0.01% 737
2026
Q1 		$213K Buy
5,792
+2,498
+76% +$118K 0.01% 759
2025
Q4 		$168K Sell
3,294
-1,111
-25% -$56.8K 0.01% 844
2025
Q3 		$244K Sell
4,405
-5,316
-55% -$311K 0.01% 729
2025
Q2 		$671K Sell
9,721
-3,141
-24% -$214K 0.02% 449
2025
Q1 		$893K Buy
12,862
+978
+8% +$80.8K 0.03% 427
2024
Q4 		$1.02M Sell
11,884
-7,190
-38% -$778K 0.03% 391
2024
Q3 		$2.27M Buy
19,074
+2,797
+17% +$373K 0.08% 207
2024
Q2 		$2.32M Buy
16,277
+1,878
+13% +$249K 0.08% 215
2024
Q1 		$1.85M Buy
14,399
+5,083
+55% +$605K 0.03% 262
2023
Q4 		$996K Buy
9,316
+3,209
+53% +$317K 0.03% 360
2023
Q3 		$555K Buy
6,107
+13
+0.2% +$1.15K 0.02% 456
2023
Q2 		$493K Sell
6,094
-478
-7% -$39K 0.02% 490
2023
Q1 		$523K Buy
6,572
+2,844
+76% +$202K 0.02% 479
2022
Q4 		$252K Buy
3,728
+306
+9% +$17.9K 0.01% 496
2022
Q3 		$170K Sell
3,422
-3,766
-52% -$202K 0.01% 574
2022
Q2 		$400K Sell
7,188
-4,150
-37% -$230K 0.02% 540
2022
Q1 		$630K Sell
11,338
-3,434
-23% -$176K 0.02% 509
2021
Q4 		$827K Buy
14,772
+818
+6% +$44.3K 0.02% 529
2021
Q3 		$670K Sell
13,954
-1,744
-11% -$84.3K 0.02% 512
2021
Q2 		$658K Sell
15,698
-13,974
-47% -$542K 0.02% 537
2021
Q1 		$1M Buy
+29,672
New +$1.06M 0.03% 438

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

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

Spire Wealth Management reduced its Novo Nordisk (NVO) stake by 14% in Q2 2026, selling an estimated $34.1K and leaving 4,999 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #737.

Spire Wealth Management first reported a position in NVO in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.32M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Spire Wealth Management held 4,999 shares of Novo Nordisk worth $240K as of Q2 2026.
  • Spire Wealth Management sold 793 Novo Nordisk shares in Q2 2026, an estimated $34.1K.
  • Novo Nordisk made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #737 holding.
  • Spire Wealth Management first reported a position in Novo Nordisk in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Novo Nordisk position peaked at $2.32M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.