WDA
NVO

Wendell David Associates’s Novo Nordisk NVO Stock Holding History

Wendell David Associates’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 		$2.83M Hold
59,058
– – 0.3% 61
2026
Q1 		$2.17M Sell
59,058
-735
-1% -$34.8K 0.24% 67
2025
Q4 		$3.04M Sell
59,793
-6,054
-9% -$310K 0.31% 61
2025
Q3 		$3.65M Sell
65,847
-6,955
-10% -$407K 0.36% 55
2025
Q2 		$5.03M Sell
72,802
-3,975
-5% -$270K 0.51% 45
2025
Q1 		$5.33M Sell
76,777
-70
-0.1% -$5.78K 0.53% 43
2024
Q4 		$6.61M Buy
76,847
+225
+0.3% +$24.3K 0.65% 38
2024
Q3 		$9.12M Sell
76,622
-500
-0.6% -$66.7K 0.87% 33
2024
Q2 		$11M Sell
77,122
-100
-0.1% -$13.3K 1.12% 30
2024
Q1 		$9.91M Sell
77,222
-248
-0.3% -$29.5K 1% 32
2023
Q4 		$8.01M Buy
77,470
+7,000
+10% +$692K 0.86% 34
2023
Q3 		$6.41M Buy
70,470
+200
+0.3% +$17.6K 0.75% 34
2023
Q2 		$5.69M Sell
70,270
-1,138
-2% -$93K 0.64% 41
2023
Q1 		$5.68M Sell
71,408
-4,030
-5% -$286K 0.67% 38
2022
Q4 		$5.11M Hold
75,438
– – 0.63% 42
2022
Q3 		$3.76M Hold
75,438
– – 0.51% 52
2022
Q2 		$4.2M Sell
75,438
-698
-0.9% -$38.7K 0.53% 48
2022
Q1 		$4.23M Sell
76,136
-7,600
-9% -$390K 0.47% 54
2021
Q4 		$4.69M Buy
83,736
+98
+0.1% +$5.31K 0.47% 52
2021
Q3 		$4.01M Buy
83,638
+938
+1% +$45.3K 0.45% 56
2021
Q2 		$3.46M Sell
82,700
-2,100
-2% -$81.4K 0.39% 62
2021
Q1 		$2.86M Hold
84,800
– – 0.34% 65
2020
Q4 		$2.96M Hold
84,800
– – 0.36% 61
2020
Q3 		$2.94M Sell
84,800
-1,750
-2% -$58.3K 0.39% 59
2020
Q2 		$2.83M Sell
86,550
-800
-0.9% -$25.5K 0.41% 58
2020
Q1 		$2.63M Hold
87,350
– – 0.44% 55
2019
Q4 		$2.53M Hold
87,350
– – 0.35% 66
2019
Q3 		$2.26M Sell
87,350
-7,250
-8% -$183K 0.33% 65
2019
Q2 		$2.41M Sell
94,600
-450
-0.5% -$11.1K 0.36% 65
2019
Q1 		$2.49M Hold
95,050
– – 0.39% 64
2018
Q4 		$2.19M Sell
95,050
-2,136
-2% -$47.5K 0.39% 67
2018
Q3 		$2.29M Sell
97,186
-2,200
-2% -$53.7K 0.36% 71
2018
Q2 		$2.29M Hold
99,386
– – 0.39% 68
2018
Q1 		$2.45M Sell
99,386
-2,800
-3% -$73.5K 0.44% 66
2017
Q4 		$2.74M Sell
102,186
-2,736
-3% -$69.6K 0.47% 59
2017
Q3 		$2.53M Hold
104,922
– – 0.45% 60
2017
Q2 		$2.25M Sell
104,922
-12,900
-11% -$260K 0.42% 64
2017
Q1 		$2.02M Sell
117,822
-13,790
-10% -$240K 0.39% 70
2016
Q4 		$2.36M Sell
131,612
-10,650
-7% -$193K 0.47% 59
2016
Q3 		$2.96M Sell
142,262
-4,550
-3% -$113K 0.58% 49
2016
Q2 		$3.96M Sell
146,812
-13,050
-8% -$358K 0.78% 40
2016
Q1 		$4.32M Sell
159,862
-978
-0.6% -$26.2K 0.84% 35
2015
Q4 		$4.66M Buy
160,840
+3,240
+2% +$89.7K 0.92% 32
2015
Q3 		$4.25M Sell
157,600
-850
-0.5% -$24.1K 0.87% 36
2015
Q2 		$4.36M Sell
158,450
-300
-0.2% -$8.43K 0.85% 38
2015
Q1 		$4.21M Buy
158,750
+750
+0.5% +$17.3K 0.81% 38
2014
Q4 		$3.32M Buy
158,000
+1,500
+1% +$33.5K 0.65% 42
2014
Q3 		$3.76M Sell
156,500
-200
-0.1% -$4.6K 0.78% 40
2014
Q2 		$3.6M Sell
156,700
-2,650
-2% -$58.5K 0.76% 43
2014
Q1 		$3.67M Sell
159,350
-650
-0.4% -$13.8K 0.8% 41
2013
Q4 		$2.96M Buy
160,000
+17,950
+13% +$313K 0.65% 47
2013
Q3 		$2.4M Buy
142,050
+11,600
+9% +$195K 0.58% 49
2013
Q2 		$2.02M Buy
+130,450
New +$2.17M 0.51% 54

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Wendell David Associates's NVO Position: Q2 2026 in Review

Wendell David Associates held its Novo Nordisk (NVO) position steady in Q2 2026 at 59,058 shares worth $2.83M. The position accounts for 0.3% of the portfolio, ranked #61.

Wendell David Associates first reported a position in NVO in Q2 2013 and has held it in 53 quarters since. The position peaked at $11M in Q2 2024. 479 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Wendell David Associates held 59,058 shares of Novo Nordisk worth $2.83M as of Q2 2026.
  • Wendell David Associates left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up 0.3% of Wendell David Associates's portfolio in Q2 2026, its #61 holding.
  • Wendell David Associates first reported a position in Novo Nordisk in Q2 2013 and has held it in 53 quarters since.
  • Wendell David Associates's Novo Nordisk position peaked at $11M in Q2 2024.
  • 479 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.