Warther Private Wealth’s Novo Nordisk NVO Stock Holding History

Warther 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	$19.7M	Sell	411,074 -108,406	-21%	-$4.66M	4.32%	10
2026 Q1	$19.1M	Buy	519,480 +100,652	+24%	+$4.77M	4.48%	7
2025 Q4	$21.3M	Buy	418,828 +10,833	+3%	+$554K	5.09%	5
2025 Q3	$22.6M	Buy	407,995 +30,263	+8%	+$1.77M	5.36%	5
2025 Q2	$26.1M	Buy	377,732 +123,392	+49%	+$8.39M	6.78%	6
2025 Q1	$17.7M	Buy	254,340 +242,319	+2,016%	+$20M	5.81%	9
2024 Q4	$1.03M	Buy	12,021 +1,497	+14%	+$162K	0.35%	30
2024 Q3	$1.25M	Sell	10,524 -4	-0%	-$533	0.44%	29
2024 Q2	$1.5M	Buy	10,528 +8,372	+388%	+$1.11M	0.59%	26
2024 Q1	$277K	Buy	+2,156	New	+$257K	0.12%	48

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

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

Warther Private Wealth reduced its Novo Nordisk (NVO) stake by 21% in Q2 2026, selling an estimated $4.66M and leaving 411,074 shares worth $19.7M. The position accounts for 4.32% of the portfolio, ranked #10.

Warther Private Wealth first reported a position in NVO in Q1 2024 and has held it in 10 quarters since. The position peaked at $26.1M in Q2 2025. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Warther Private Wealth held 411,074 shares of Novo Nordisk worth $19.7M as of Q2 2026.
Warther Private Wealth sold 108,406 Novo Nordisk shares in Q2 2026, an estimated $4.66M.
Novo Nordisk made up 4.32% of Warther Private Wealth's portfolio in Q2 2026, its #10 holding.
Warther Private Wealth first reported a position in Novo Nordisk in Q1 2024 and has held it in 10 quarters since.
Warther Private Wealth's Novo Nordisk position peaked at $26.1M in Q2 2025.
1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Warther Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.