Tradewinds Capital Management’s Novo Nordisk NVO Stock Holding History

Tradewinds Capital Management’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	$41.7K	Sell	870 -3,990	-82%	-$171K	0.01%	241
2026 Q1	$179K	Hold	4,860	–	–	0.04%	106
2025 Q4	$247K	Hold	4,860	–	–	0.05%	95
2025 Q3	$270K	Hold	4,860	–	–	0.06%	89
2025 Q2	$335K	Hold	4,860	–	–	0.08%	76
2025 Q1	$337K	Sell	4,860 -124	-2%	-$10.2K	0.09%	73
2024 Q4	$429K	Buy	4,984 +124	+3%	+$13.4K	0.11%	74
2024 Q3	$579K	Hold	4,860	–	–	0.15%	50
2024 Q2	$694K	Sell	4,860 -195	-4%	-$25.8K	0.2%	42
2024 Q1	$649K	Buy	5,055 +100	+2%	+$11.9K	0.18%	43
2023 Q4	$513K	Buy	4,955 +95	+2%	+$9.39K	0.2%	34
2023 Q3	$442K	Hold	4,860	–	–	0.15%	37
2023 Q2	$393K	Hold	4,860	–	–	0.12%	40
2023 Q1	$387K	Hold	4,860	–	–	0.12%	37
2022 Q4	$329K	Hold	4,860	–	–	0.15%	32
2022 Q3	$242K	Buy	4,860 +4,000	+465%	+$214K	0.1%	43
2022 Q2	$48K	Sell	860 -110	-11%	-$6.1K	0.02%	112
2022 Q1	$54K	Hold	970	–	–	0.01%	243
2021 Q4	$54K	Hold	970	–	–	0.01%	249
2021 Q3	$47K	Hold	970	–	–	0.01%	251
2021 Q2	$41K	Hold	970	–	–	0.01%	277
2021 Q1	$33K	Hold	970	–	–	0.01%	283
2020 Q4	$34K	Hold	970	–	–	0.01%	263
2020 Q3	$34K	Hold	970	–	–	0.01%	238
2020 Q2	$32K	Hold	970	–	–	0.01%	234
2020 Q1	$29K	Hold	970	–	–	0.01%	221
2019 Q4	$28K	Hold	970	–	–	0.01%	253
2019 Q3	$25K	Hold	970	–	–	0.01%	246
2019 Q2	$25K	Hold	970	–	–	0.01%	248
2019 Q1	$25K	Hold	970	–	–	0.01%	259
2018 Q4	$22K	Hold	970	–	–	0.01%	267
2018 Q3	$23K	Buy	970 +860	+782%	+$21K	0.01%	299
2018 Q2	$3K	Hold	110	–	–	﹤0.01%	535
2018 Q1	$3K	Hold	110	–	–	﹤0.01%	534
2017 Q4	$3K	Hold	110	–	–	﹤0.01%	559
2017 Q3	$3K	Hold	110	–	–	﹤0.01%	541
2017 Q2	$2K	Hold	110	–	–	﹤0.01%	574
2017 Q1	$2K	Hold	110	–	–	﹤0.01%	595
2016 Q4	$2K	Hold	110	–	–	﹤0.01%	553
2016 Q3	$2K	Hold	110	–	–	﹤0.01%	558
2016 Q2	$3K	Hold	110	–	–	﹤0.01%	511
2016 Q1	$3K	Hold	110	–	–	﹤0.01%	525
2015 Q4	$3K	Buy	+110	New	+$3.04K	﹤0.01%	499
2015 Q3	–	Sell	-200	Closed	-$5K	–	690
2015 Q2	$5K	Buy	+200	New	+$5.62K	﹤0.01%	482

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

Tradewinds Capital Management's NVO Position: Q2 2026 in Review

Tradewinds Capital Management reduced its Novo Nordisk (NVO) stake by 82% in Q2 2026, selling an estimated $171K and leaving 870 shares worth $41.7K. The position accounts for 0.01% of the portfolio, ranked #241.

Tradewinds Capital Management first reported a position in NVO in Q2 2015 and has held it in 44 quarters since. The position peaked at $694K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Tradewinds Capital Management held 870 shares of Novo Nordisk worth $41.7K as of Q2 2026.
Tradewinds Capital Management sold 3,990 Novo Nordisk shares in Q2 2026, an estimated $171K.
Novo Nordisk made up 0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #241 holding.
Tradewinds Capital Management first reported a position in Novo Nordisk in Q2 2015 and has held it in 44 quarters since.
Tradewinds Capital Management's Novo Nordisk position peaked at $694K in Q2 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.