TWP
NVO

Tempus Wealth Planning’s Novo Nordisk NVO Stock Holding History

Tempus Wealth Planning’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 		$379K Sell
7,909
-3,700
-32% -$159K 0.07% 202
2026
Q1 		$427K Sell
11,609
-977
-8% -$46.3K 0.1% 185
2025
Q4 		$640K Buy
+12,586
New +$644K 0.15% 154

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

Tempus Wealth Planning's NVO Position: Q2 2026 in Review

Tempus Wealth Planning reduced its Novo Nordisk (NVO) stake by 32% in Q2 2026, selling an estimated $159K and leaving 7,909 shares worth $379K. The position accounts for 0.07% of the portfolio, ranked #202.

Tempus Wealth Planning first reported a position in NVO in Q4 2025 and has held it in 3 quarters since. The position peaked at $640K in Q4 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Tempus Wealth Planning held 7,909 shares of Novo Nordisk worth $379K as of Q2 2026.
  • Tempus Wealth Planning sold 3,700 Novo Nordisk shares in Q2 2026, an estimated $159K.
  • Novo Nordisk made up 0.07% of Tempus Wealth Planning's portfolio in Q2 2026, its #202 holding.
  • Tempus Wealth Planning first reported a position in Novo Nordisk in Q4 2025 and has held it in 3 quarters since.
  • Tempus Wealth Planning's Novo Nordisk position peaked at $640K in Q4 2025.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.