West Branch Capital’s Novo Nordisk NVO Stock Holding History

West Branch 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	$19.7K	Buy	411 +333	+427%	+$14.3K	﹤0.01%	190
2026 Q1	$2.87K	Hold	78	–	–	﹤0.01%	296
2025 Q4	$3.97K	Hold	78	–	–	﹤0.01%	325
2025 Q3	$4.33K	Hold	78	–	–	﹤0.01%	338
2025 Q2	$5.38K	Hold	78	–	–	﹤0.01%	323
2025 Q1	$5.42K	Hold	78	–	–	﹤0.01%	338
2024 Q4	$6.71K	Sell	78 -5	-6%	-$541	﹤0.01%	313
2024 Q3	$9.9K	Buy	83 +5	+6%	+$667	﹤0.01%	277
2024 Q2	$11.1K	Hold	78	–	–	﹤0.01%	266
2024 Q1	$10K	Hold	78	–	–	﹤0.01%	275
2023 Q4	$8.07K	Hold	78	–	–	﹤0.01%	294
2023 Q3	$7.09K	Hold	78	–	–	﹤0.01%	305
2023 Q2	$6.31K	Hold	78	–	–	﹤0.01%	322
2023 Q1	$6.21K	Sell	78 -152	-66%	-$10.8K	﹤0.01%	332
2022 Q4	$15.6K	Hold	230	–	–	0.01%	246
2022 Q3	$11K	Hold	230	–	–	0.01%	277
2022 Q2	$13K	Hold	230	–	–	0.01%	256
2022 Q1	$13K	Hold	230	–	–	0.01%	270
2021 Q4	$13K	Hold	230	–	–	0.01%	302
2021 Q3	$11K	Hold	230	–	–	0.01%	301
2021 Q2	$10K	Buy	+230	New	+$8.92K	﹤0.01%	326

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

GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

OFA

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

West Branch Capital's NVO Position: Q2 2026 in Review

West Branch Capital increased its Novo Nordisk (NVO) stake by 427% in Q2 2026, buying an estimated $14.3K and bringing the position to 411 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

West Branch Capital first reported a position in NVO in Q2 2021 and has held it in 21 quarters since. 342 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

West Branch Capital held 411 shares of Novo Nordisk worth $19.7K as of Q2 2026.
West Branch Capital bought 333 Novo Nordisk shares in Q2 2026, an estimated $14.3K.
Novo Nordisk made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #190 holding.
West Branch Capital first reported a position in Novo Nordisk in Q2 2021 and has held it in 21 quarters since.
342 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.