WANY
NVO

Wealthspire Advisors (New York)’s Novo Nordisk NVO Stock Holding History

Wealthspire Advisors (New York)’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 		$777K Buy
16,207
+3,702
+30% +$159K ﹤0.01% 628
2026
Q1 		$460K Sell
12,505
-2,947
-19% -$140K ﹤0.01% 598
2025
Q4 		$786K Sell
15,452
-13,936
-47% -$713K 0.01% 482
2025
Q3 		$1.63M Buy
29,388
+2,296
+8% +$134K 0.01% 307
2025
Q2 		$1.87M Buy
27,092
+1,208
+5% +$82.2K 0.01% 285
2025
Q1 		$1.8M Buy
25,884
+13,009
+101% +$1.07M 0.01% 291
2024
Q4 		$1.11M Sell
12,875
-3,013
-19% -$326K 0.01% 352
2024
Q3 		$1.89M Buy
15,888
+6,843
+76% +$913K 0.02% 265
2024
Q2 		$1.29M Sell
9,045
-97
-1% -$12.9K 0.02% 266
2024
Q1 		$1.17M Buy
9,142
+1,261
+16% +$150K 0.02% 291
2023
Q4 		$815K Sell
7,881
-611
-7% -$60.4K 0.01% 346
2023
Q3 		$772K Buy
8,492
+1,794
+27% +$158K 0.01% 319
2023
Q2 		$542K Buy
6,698
+418
+7% +$34.1K 0.01% 345
2023
Q1 		$500K Sell
6,280
-3,976
-39% -$282K 0.01% 358
2022
Q4 		$694K Buy
10,256
+3,270
+47% +$192K 0.01% 326
2022
Q3 		$348K Buy
6,986
+1,628
+30% +$87.2K 0.01% 390
2022
Q2 		$299K Sell
5,358
-100
-2% -$5.55K 0.01% 400
2022
Q1 		$303K Sell
5,458
-3,882
-42% -$199K 0.01% 348
2021
Q4 		$523K Sell
9,340
-594
-6% -$32.2K 0.01% 315
2021
Q3 		$477K Buy
9,934
+2,690
+37% +$130K 0.01% 364
2021
Q2 		$303K Sell
7,244
-3,432
-32% -$133K 0.01% 288
2021
Q1 		$360K Buy
10,676
+770
+8% +$27.4K 0.01% 497
2020
Q4 		$346K Buy
+9,906
New +$342K 0.01% 388
2020
Q2 		– Sell
-35,712
Closed -$1.07M – 449
2020
Q1 		$1.07M Buy
+35,712
New +$1.06M 0.05% 186
2019
Q1 		– Sell
-2,002
Closed -$46K – 561
2018
Q4 		$46K Buy
+2,002
New +$44.5K ﹤0.01% 199

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

Wealthspire Advisors (New York)'s NVO Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Novo Nordisk (NVO) stake by 30% in Q2 2026, buying an estimated $159K and bringing the position to 16,207 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Wealthspire Advisors (New York) first reported a position in NVO in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.89M in Q3 2024. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Wealthspire Advisors (New York) held 16,207 shares of Novo Nordisk worth $777K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 3,702 Novo Nordisk shares in Q2 2026, an estimated $159K.
  • Novo Nordisk made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #628 holding.
  • Wealthspire Advisors (New York) first reported a position in Novo Nordisk in Q4 2018 and has held it in 25 quarters since.
  • Wealthspire Advisors (New York)'s Novo Nordisk position peaked at $1.89M in Q3 2024.
  • 1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.