WPC
NVO

Wedmont Private Capital’s Novo Nordisk NVO Stock Holding History

Wedmont Private Capital’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 		$400K Sell
8,080
-2,506
-24% -$108K 0.01% 640
2026
Q1 		$398K Sell
10,586
-722
-6% -$34.2K 0.01% 576
2025
Q4 		$640K Buy
11,308
+552
+5% +$28.2K 0.02% 393
2025
Q3 		$635K Sell
10,756
-535
-5% -$31.3K 0.02% 386
2025
Q2 		$787K Sell
11,291
-18
-0.2% -$1.22K 0.03% 320
2025
Q1 		$732K Sell
11,309
-141
-1% -$11.6K 0.04% 282
2024
Q4 		$988K Buy
11,450
+330
+3% +$35.7K 0.05% 222
2024
Q3 		$1.31M Buy
11,120
+809
+8% +$108K 0.07% 167
2024
Q2 		$1.46M Buy
10,311
+1,224
+13% +$162K 0.09% 137
2024
Q1 		$1.13M Buy
9,087
+236
+3% +$28.1K 0.08% 164
2023
Q4 		$942K Buy
8,851
+2,992
+51% +$296K 0.08% 177
2023
Q3 		$539K Buy
5,859
+1,255
+27% +$111K 0.05% 238
2023
Q2 		$369K Sell
4,604
-10
-0.2% -$817 0.04% 330
2023
Q1 		$367K Buy
4,614
+322
+8% +$22.8K 0.05% 286
2022
Q4 		$298K Buy
4,292
+108
+3% +$6.33K 0.04% 336
2022
Q3 		$208K Buy
4,184
+430
+11% +$23K 0.04% 351
2022
Q2 		$209K Buy
+3,754
New +$208K 0.05% 311

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wedmont Private Capital's NVO Position: Q2 2026 in Review

Wedmont Private Capital reduced its Novo Nordisk (NVO) stake by 24% in Q2 2026, selling an estimated $108K and leaving 8,080 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #640.

Wedmont Private Capital first reported a position in NVO in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.46M in Q2 2024. 437 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Wedmont Private Capital held 8,080 shares of Novo Nordisk worth $400K as of Q2 2026.
  • Wedmont Private Capital sold 2,506 Novo Nordisk shares in Q2 2026, an estimated $108K.
  • Novo Nordisk made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #640 holding.
  • Wedmont Private Capital first reported a position in Novo Nordisk in Q2 2022 and has held it in 17 quarters since.
  • Wedmont Private Capital's Novo Nordisk position peaked at $1.46M in Q2 2024.
  • 437 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.