Waldron Private Wealth’s Novo Nordisk NVO Stock Holding History

Waldron 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	$297K	Buy	6,191 +210	+4%	+$9.02K	0.01%	289
2026 Q1	$220K	Hold	5,981	–	–	0.01%	321
2025 Q4	$304K	Sell	5,981 -1,176	-16%	-$60.1K	0.01%	271
2025 Q3	$397K	Buy	+7,157	New	+$419K	0.02%	227
2025 Q1	–	Sell	-3,497	Closed	-$301K	–	386
2024 Q4	$301K	Sell	3,497 -644	-16%	-$69.6K	0.01%	335
2024 Q3	$493K	Buy	4,141 +1,282	+45%	+$171K	0.02%	249
2024 Q2	$408K	Buy	2,859 +45	+2%	+$5.96K	0.02%	261
2024 Q1	$361K	Buy	2,814 +7	+0.2%	+$833	0.02%	280
2023 Q4	$290K	Buy	2,807 +463	+20%	+$45.8K	0.01%	317
2023 Q3	$213K	Buy	+2,344	New	+$206K	0.01%	342
2023 Q2	–	Sell	-2,794	Closed	-$224K	–	412
2023 Q1	$224K	Buy	+2,794	New	+$198K	0.01%	372

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

Waldron Private Wealth's NVO Position: Q2 2026 in Review

Waldron Private Wealth increased its Novo Nordisk (NVO) stake by 3.5% in Q2 2026, buying an estimated $9.02K and bringing the position to 6,191 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #289.

Waldron Private Wealth first reported a position in NVO in Q1 2023 and has held it in 11 quarters since. The position peaked at $493K in Q3 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Waldron Private Wealth held 6,191 shares of Novo Nordisk worth $297K as of Q2 2026.
Waldron Private Wealth bought 210 Novo Nordisk shares in Q2 2026, an estimated $9.02K.
Novo Nordisk made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #289 holding.
Waldron Private Wealth first reported a position in Novo Nordisk in Q1 2023 and has held it in 11 quarters since.
Waldron Private Wealth's Novo Nordisk position peaked at $493K in Q3 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.