Western Wealth Management’s Novo Nordisk NVO Stock Holding History

Western Wealth Management’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	$705K	Sell	14,714 -1,557	-10%	-$66.9K	0.02%	579
2026 Q1	$598K	Buy	16,271 +7,703	+90%	+$365K	0.02%	590
2025 Q4	$436K	Sell	8,568 -1,296	-13%	-$66.3K	0.02%	553
2025 Q3	$547K	Buy	9,864 +4,619	+88%	+$270K	0.03%	427
2025 Q2	$362K	Buy	5,245 +706	+16%	+$48K	0.02%	509
2025 Q1	$315K	Sell	4,539 -55	-1%	-$4.54K	0.02%	520
2024 Q4	$395K	Sell	4,594 -1,029	-18%	-$111K	0.03%	438
2024 Q3	$670K	Buy	5,623 +1,993	+55%	+$266K	0.04%	385
2024 Q2	$518K	Buy	3,630 +712	+24%	+$94.3K	0.04%	358
2024 Q1	$375K	Buy	+2,918	New	+$347K	0.03%	435

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Western Wealth Management's NVO Position: Q2 2026 in Review

Western Wealth Management reduced its Novo Nordisk (NVO) stake by 9.6% in Q2 2026, selling an estimated $66.9K and leaving 14,714 shares worth $705K. The position accounts for 0.02% of the portfolio, ranked #579.

Western Wealth Management first reported a position in NVO in Q1 2024 and has held it in 10 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Western Wealth Management held 14,714 shares of Novo Nordisk worth $705K as of Q2 2026.
Western Wealth Management sold 1,557 Novo Nordisk shares in Q2 2026, an estimated $66.9K.
Novo Nordisk made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #579 holding.
Western Wealth Management first reported a position in Novo Nordisk in Q1 2024 and has held it in 10 quarters since.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.