WPA
NVO

Wealth Preservation Advisors’s Novo Nordisk NVO Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-10
Closed -$368 – 650
2026
Q1 		$368 Sell
10
-70
-88% -$3.32K ﹤0.01% 817
2025
Q4 		$4.07K Sell
80
-6
-7% -$307 ﹤0.01% 408
2025
Q3 		$4.77K Buy
86
+28
+48% +$1.64K ﹤0.01% 371
2025
Q2 		$4K Buy
58
+48
+480% +$3.27K ﹤0.01% 387
2025
Q1 		$694 Buy
+10
New +$826 ﹤0.01% 527

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

Wealth Preservation Advisors's NVO Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 10 shares — an estimated $368 sold.

Wealth Preservation Advisors first reported a position in NVO in Q1 2025 and held it in 5 quarters. The position peaked at $4.77K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 10 Novo Nordisk shares in Q2 2026, an estimated $368.
  • Wealth Preservation Advisors first reported a position in Novo Nordisk in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Novo Nordisk position peaked at $4.77K in Q3 2025.
  • 1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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