SWP
NVO

Stratos Wealth Partners’s Novo Nordisk NVO Stock Holding History

Stratos 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 		$3.67M Buy
76,547
+3,045
+4% +$131K 0.04% 421
2026
Q1 		$2.7M Buy
73,502
+31,911
+77% +$1.51M 0.03% 478
2025
Q4 		$2.12M Buy
41,591
+5,064
+14% +$259K 0.02% 535
2025
Q3 		$2.03M Buy
36,527
+24,340
+200% +$1.42M 0.02% 528
2025
Q2 		$841K Sell
12,187
-3,806
-24% -$259K 0.01% 748
2025
Q1 		$1.11M Sell
15,993
-9,368
-37% -$774K 0.02% 623
2024
Q4 		$2.18M Sell
25,361
-3,179
-11% -$344K 0.03% 451
2024
Q3 		$3.4M Buy
28,540
+753
+3% +$100K 0.05% 342
2024
Q2 		$3.97M Buy
27,787
+3,031
+12% +$402K 0.06% 295
2024
Q1 		$3.18M Buy
24,756
+3,460
+16% +$412K 0.05% 332
2023
Q4 		$2.2M Buy
21,296
+3,439
+19% +$340K 0.04% 393
2023
Q3 		$1.62M Buy
17,857
+6,997
+64% +$616K 0.04% 419
2023
Q2 		$879K Buy
10,860
+2,696
+33% +$220K 0.02% 575
2023
Q1 		$650K Sell
8,164
-1,682
-17% -$119K 0.02% 606
2022
Q4 		$666K Buy
9,846
+1,448
+17% +$84.9K 0.02% 625
2022
Q3 		$418K Buy
8,398
+260
+3% +$13.9K 0.01% 755
2022
Q2 		$453K Buy
8,138
+2,610
+47% +$145K 0.01% 764
2022
Q1 		$307K Buy
5,528
+1,276
+30% +$65.5K 0.01% 978
2021
Q4 		$238K Buy
+4,252
New +$230K 0.01% 1096
2018
Q4 		– Sell
-1,548
Closed -$36K – 1937
2018
Q3 		$36K Buy
+1,548
New +$37.8K ﹤0.01% 1611
2018
Q2 		– Sell
-2,960
Closed -$73K – 2040
2018
Q1 		$73K Buy
2,960
+1,368
+86% +$35.9K ﹤0.01% 1372
2017
Q4 		$43K Buy
+1,592
New +$40.5K ﹤0.01% 1592
2016
Q1 		– Sell
-6,898
Closed -$200K – 627
2015
Q4 		$200K Sell
6,898
-5,794
-46% -$160K 0.02% 523
2015
Q3 		$344K Buy
+12,692
New +$359K 0.04% 336
2015
Q2 		– Sell
-17,668
Closed -$472K – 588
2015
Q1 		$472K Buy
17,668
+1,892
+12% +$43.6K 0.06% 310
2014
Q4 		$334K Buy
15,776
+4,468
+40% +$99.8K 0.06% 329
2014
Q3 		$269K Buy
+11,308
New +$260K 0.06% 240

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

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

Stratos Wealth Partners increased its Novo Nordisk (NVO) stake by 4.1% in Q2 2026, buying an estimated $131K and bringing the position to 76,547 shares worth $3.67M. The position accounts for 0.04% of the portfolio, ranked #421.

Stratos Wealth Partners first reported a position in NVO in Q3 2014 and has held it in 27 quarters since. The position peaked at $3.97M in Q2 2024. 1,355 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Stratos Wealth Partners held 76,547 shares of Novo Nordisk worth $3.67M as of Q2 2026.
  • Stratos Wealth Partners bought 3,045 Novo Nordisk shares in Q2 2026, an estimated $131K.
  • Novo Nordisk made up 0.04% of Stratos Wealth Partners's portfolio in Q2 2026, its #421 holding.
  • Stratos Wealth Partners first reported a position in Novo Nordisk in Q3 2014 and has held it in 27 quarters since.
  • Stratos Wealth Partners's Novo Nordisk position peaked at $3.97M in Q2 2024.
  • 1,355 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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