TVPW
NVO

Third View Private Wealth’s Novo Nordisk NVO Stock Holding History

Third View Private 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 		$3.56M Sell
74,210
-6,228
-8% -$268K 0.44% 53
2026
Q1 		$2.96M Buy
80,438
+10,363
+15% +$491K 0.4% 62
2025
Q4 		$3.57M Buy
+70,075
New +$3.58M 0.48% 43

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Third View Private Wealth's NVO Position: Q2 2026 in Review

Third View Private Wealth reduced its Novo Nordisk (NVO) stake by 7.7% in Q2 2026, selling an estimated $268K and leaving 74,210 shares worth $3.56M. The position accounts for 0.44% of the portfolio, ranked #53.

Third View Private Wealth first reported a position in NVO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.57M in Q4 2025. 819 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Third View Private Wealth held 74,210 shares of Novo Nordisk worth $3.56M as of Q2 2026.
  • Third View Private Wealth sold 6,228 Novo Nordisk shares in Q2 2026, an estimated $268K.
  • Novo Nordisk made up 0.44% of Third View Private Wealth's portfolio in Q2 2026, its #53 holding.
  • Third View Private Wealth first reported a position in Novo Nordisk in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's Novo Nordisk position peaked at $3.57M in Q4 2025.
  • 819 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.