WFI
NVO

West Family Investments’s Novo Nordisk NVO Stock Holding History

West Family Investments’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 		$452K Buy
9,435
+2,812
+42% +$121K 0.13% 210
2026
Q1 		$243K Sell
6,623
-12,048
-65% -$571K 0.09% 210
2025
Q4 		$950K Sell
18,671
-3,041
-14% -$156K 0.22% 88
2025
Q3 		$1.2M Buy
21,712
+350
+2% +$20.5K 0.27% 79
2025
Q2 		$1.47M Buy
21,362
+5,491
+35% +$373K 0.38% 45
2025
Q1 		$1.1M Sell
15,871
-4,502
-22% -$372K 0.42% 47
2024
Q4 		$1.75M Sell
20,373
-488
-2% -$52.8K 0.61% 26
2024
Q3 		$2.48M Buy
20,861
+601
+3% +$80.2K 0.85% 18
2024
Q2 		$2.89M Sell
20,260
-1,895
-9% -$251K 0.87% 29
2024
Q1 		$2.84M Sell
22,155
-2,175
-9% -$259K 0.88% 28
2023
Q4 		$2.52M Sell
24,330
-388
-2% -$38.4K 0.85% 29
2023
Q3 		$2.25M Sell
24,718
-2,510
-9% -$221K 0.78% 29
2023
Q2 		$2.2M Buy
27,228
+444
+2% +$36.3K 0.86% 25
2023
Q1 		$2.13M Hold
26,784
– – 0.84% 26
2022
Q4 		$1.81M Sell
26,784
-1,132
-4% -$66.4K 0.62% 32
2022
Q3 		$1.39M Sell
27,916
-68
-0.2% -$3.64K 0.58% 36
2022
Q2 		$1.56M Sell
27,984
-3,224
-10% -$179K 0.61% 34
2022
Q1 		$1.73M Hold
31,208
– – 0.49% 37
2021
Q4 		$1.75M Sell
31,208
-3,354
-10% -$182K 0.48% 36
2021
Q3 		$1.66M Buy
34,562
+1,556
+5% +$75.2K 0.43% 37
2021
Q2 		$1.38M Buy
+33,006
New +$1.28M 0.37% 42

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

West Family Investments's NVO Position: Q2 2026 in Review

West Family Investments increased its Novo Nordisk (NVO) stake by 42% in Q2 2026, buying an estimated $121K and bringing the position to 9,435 shares worth $452K. The position accounts for 0.13% of the portfolio, ranked #210.

West Family Investments first reported a position in NVO in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.89M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • West Family Investments held 9,435 shares of Novo Nordisk worth $452K as of Q2 2026.
  • West Family Investments bought 2,812 Novo Nordisk shares in Q2 2026, an estimated $121K.
  • Novo Nordisk made up 0.13% of West Family Investments's portfolio in Q2 2026, its #210 holding.
  • West Family Investments first reported a position in Novo Nordisk in Q2 2021 and has held it in 21 quarters since.
  • West Family Investments's Novo Nordisk position peaked at $2.89M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.