SL
NVO

SWMG LLC’s Novo Nordisk NVO Stock Holding History

SWMG LLC’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 		$1.09M Hold
22,122
– – 0.26% 36
2026
Q1 		$813K Hold
22,122
– – 0.23% 41
2025
Q4 		$1.05M Hold
22,122
– – 0.29% 37
2025
Q3 		$1.18M Sell
22,122
-8
-0% -$468 0.36% 37
2025
Q2 		$1.53M Buy
+22,130
New +$1.51M 0.51% 30

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

SWMG LLC's NVO Position: Q2 2026 in Review

SWMG LLC held its Novo Nordisk (NVO) position steady in Q2 2026 at 22,122 shares worth $1.09M. The position accounts for 0.26% of the portfolio, ranked #36.

SWMG LLC first reported a position in NVO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.53M in Q2 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • SWMG LLC held 22,122 shares of Novo Nordisk worth $1.09M as of Q2 2026.
  • SWMG LLC left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up 0.26% of SWMG LLC's portfolio in Q2 2026, its #36 holding.
  • SWMG LLC first reported a position in Novo Nordisk in Q2 2025 and has held it in 5 quarters since.
  • SWMG LLC's Novo Nordisk position peaked at $1.53M in Q2 2025.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.