TWD
NVO

True Wealth Design’s Novo Nordisk NVO Stock Holding History

True Wealth Design’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 		$56.9K Buy
1,186
+364
+44% +$15.6K 0.01% 442
2026
Q1 		$30.2K Buy
822
+464
+130% +$22K 0.01% 556
2025
Q4 		$18.2K Sell
358
-85
-19% -$4.35K 0.01% 644
2025
Q3 		$24.6K Buy
443
+300
+210% +$17.6K 0.01% 535
2025
Q2 		$9.87K Buy
143
+48
+51% +$3.27K ﹤0.01% 587
2025
Q1 		$6.59K Sell
95
-55
-37% -$4.54K ﹤0.01% 601
2024
Q4 		$12.9K Buy
150
+2
+1% +$216 0.01% 386
2024
Q3 		$17.6K Sell
148
-203
-58% -$27.1K 0.01% 341
2024
Q2 		$50.1K Buy
351
+235
+203% +$31.1K 0.01% 163
2024
Q1 		$14.9K Buy
116
+46
+66% +$5.48K ﹤0.01% 230
2023
Q4 		$7.24K Hold
70
– – ﹤0.01% 245
2023
Q3 		$6.37K Sell
70
-6
-8% -$529 ﹤0.01% 220
2023
Q2 		$6.15K Hold
76
– – ﹤0.01% 237
2023
Q1 		$6.05K Hold
76
– – ﹤0.01% 270
2022
Q4 		$5.14K Buy
+76
New +$4.46K ﹤0.01% 249

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

True Wealth Design's NVO Position: Q2 2026 in Review

True Wealth Design increased its Novo Nordisk (NVO) stake by 44% in Q2 2026, buying an estimated $15.6K and bringing the position to 1,186 shares worth $56.9K. The position accounts for 0.01% of the portfolio, ranked #442.

True Wealth Design first reported a position in NVO in Q4 2022 and has held it in 15 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • True Wealth Design held 1,186 shares of Novo Nordisk worth $56.9K as of Q2 2026.
  • True Wealth Design bought 364 Novo Nordisk shares in Q2 2026, an estimated $15.6K.
  • Novo Nordisk made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #442 holding.
  • True Wealth Design first reported a position in Novo Nordisk in Q4 2022 and has held it in 15 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.