Strategic Wealth Partners’s Novo Nordisk NVO Stock Holding History

Strategic Wealth Partners’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	$95.7K	Sell	1,996 -2	-0.1%	-$86	0.01%	417
2026 Q1	$73.4K	Buy	1,998 +2	+0.1%	+$95	0.01%	443
2025 Q4	$102K	Buy	1,996 +40	+2%	+$2.04K	0.01%	405
2025 Q3	$109K	Hold	1,956	–	–	0.01%	423
2025 Q2	$135K	Buy	+1,956	New	+$133K	0.01%	362
2024 Q4	–	Sell	-2,185	Closed	-$260K	–	328
2024 Q3	$260K	Sell	2,185 -37	-2%	-$4.93K	0.03%	265
2024 Q2	$317K	Sell	2,222 -117	-5%	-$15.5K	0.03%	234
2024 Q1	$300K	Buy	2,339 +278	+13%	+$33.1K	0.03%	232
2023 Q4	$213K	Buy	+2,061	New	+$204K	0.03%	263
2019 Q4	–	Sell	-1,500	Closed	-$37	–	379
2019 Q3	$37	Sell	1,500 -866	-37%	-$21.9K	﹤0.01%	314
2019 Q2	$60K	Sell	2,366 -802	-25%	-$19.8K	0.03%	218
2019 Q1	$82K	Buy	3,168 +1,668	+111%	+$41K	0.04%	196
2018 Q4	$36K	Hold	1,500	–	–	0.02%	261
2018 Q3	$35K	Hold	1,500	–	–	0.02%	263
2018 Q2	$35K	Hold	1,500	–	–	0.02%	294
2018 Q1	$37K	Hold	1,500	–	–	0.02%	274
2017 Q4	$37K	Buy	+1,500	New	+$38.1K	0.02%	244

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Strategic Wealth Partners's NVO Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Novo Nordisk (NVO) stake by 0.1% in Q2 2026, selling an estimated $86 and leaving 1,996 shares worth $95.7K. The position accounts for 0.01% of the portfolio, ranked #417.

Strategic Wealth Partners first reported a position in NVO in Q4 2017 and has held it in 17 quarters since. The position peaked at $317K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Strategic Wealth Partners held 1,996 shares of Novo Nordisk worth $95.7K as of Q2 2026.
Strategic Wealth Partners sold 2 Novo Nordisk shares in Q2 2026, an estimated $86.
Novo Nordisk made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #417 holding.
Strategic Wealth Partners first reported a position in Novo Nordisk in Q4 2017 and has held it in 17 quarters since.
Strategic Wealth Partners's Novo Nordisk position peaked at $317K in Q2 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.