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
Q3 		$295K Sell
7,718
-362
-4% -$16.7K 0.01% 787
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

GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM

Wedmont Private Capital's NVO Position: Q3 2026 in Review

Wedmont Private Capital reduced its Novo Nordisk (NVO) stake by 4.5% in Q3 2026, selling an estimated $16.7K and leaving 7,718 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #787.

Wedmont Private Capital first reported a position in NVO in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.46M in Q2 2024. 64 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Wedmont Private Capital held 7,718 shares of Novo Nordisk worth $295K as of Q3 2026.
  • Wedmont Private Capital sold 362 Novo Nordisk shares in Q3 2026, an estimated $16.7K.
  • Novo Nordisk made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #787 holding.
  • Wedmont Private Capital first reported a position in Novo Nordisk in Q2 2022 and has held it in 18 quarters since.
  • Wedmont Private Capital's Novo Nordisk position peaked at $1.46M in Q2 2024.
  • 64 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.