SW
NVO

SteelPeak Wealth’s Novo Nordisk NVO Stock Holding History

SteelPeak 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 		$258K Sell
5,376
-277
-5% -$11.9K 0.01% 565
2026
Q1 		$215K Sell
5,653
-1,537
-21% -$72.8K 0.01% 518
2025
Q4 		$366K Buy
7,190
+1,860
+35% +$95.1K 0.01% 398
2025
Q3 		$296K Sell
5,330
-2,175
-29% -$127K 0.01% 470
2025
Q2 		$518K Sell
7,505
-704
-9% -$47.9K 0.02% 358
2025
Q1 		$578K Buy
8,209
+408
+5% +$33.7K 0.02% 324
2024
Q4 		$671K Buy
7,801
+3,220
+70% +$348K 0.03% 300
2024
Q3 		$545K Buy
4,581
+84
+2% +$11.2K 0.02% 303
2024
Q2 		$642K Sell
4,497
-419
-9% -$55.5K 0.03% 281
2024
Q1 		$636K Buy
4,916
+690
+16% +$82.1K 0.03% 270
2023
Q4 		$437K Sell
4,226
-500
-11% -$49.4K 0.03% 295
2023
Q3 		$430K Buy
4,726
+50
+1% +$4.41K 0.03% 274
2023
Q2 		$378K Buy
4,676
+1,002
+27% +$81.9K 0.02% 289
2023
Q1 		$295K Hold
3,674
– – 0.02% 306
2022
Q4 		$249K Buy
+3,674
New +$215K 0.02% 334
2022
Q3 		– Sell
-4,302
Closed -$240K – 428
2022
Q2 		$240K Hold
4,302
– – 0.02% 355
2022
Q1 		$239K Buy
4,302
+246
+6% +$12.6K 0.01% 376
2021
Q4 		$227K Buy
+4,056
New +$220K 0.01% 369

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

SteelPeak Wealth's NVO Position: Q2 2026 in Review

SteelPeak Wealth reduced its Novo Nordisk (NVO) stake by 4.9% in Q2 2026, selling an estimated $11.9K and leaving 5,376 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #565.

SteelPeak Wealth first reported a position in NVO in Q4 2021 and has held it in 18 quarters since. The position peaked at $671K in Q4 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • SteelPeak Wealth held 5,376 shares of Novo Nordisk worth $258K as of Q2 2026.
  • SteelPeak Wealth sold 277 Novo Nordisk shares in Q2 2026, an estimated $11.9K.
  • Novo Nordisk made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #565 holding.
  • SteelPeak Wealth first reported a position in Novo Nordisk in Q4 2021 and has held it in 18 quarters since.
  • SteelPeak Wealth's Novo Nordisk position peaked at $671K in Q4 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.