WFA of San Diego’s Novo Nordisk NVO Stock Holding History

WFA of San Diego’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	$442K	Sell	9,470 -750	-7%	-$32.2K	0.36%	55
2026 Q1	$376K	Sell	10,220 -100	-1%	-$4.74K	0.3%	60
2025 Q4	$525K	Buy	10,320 +15	+0.1%	+$767	0.38%	53
2025 Q3	$572K	Hold	10,305	–	–	0.39%	53
2025 Q2	$711K	Buy	+10,305	New	+$701K	0.52%	43
2024 Q3	$1.23M	Sell	10,315 -50	-0.5%	-$6.67K	1.04%	25
2024 Q2	$1.48M	Buy	+10,365	New	+$1.37M	1.32%	20
2023 Q3	$978K	Sell	10,750 -250	-2%	-$22K	1.01%	23
2023 Q2	$890K	Buy	+11,000	New	+$899K	0.87%	25
2023 Q1	–	Sell	-13,300	Closed	-$900K	–	298
2022 Q4	$900K	Sell	13,300 -500	-4%	-$29.3K	0.69%	32
2022 Q3	$687K	Hold	13,800	–	–	0.62%	40
2022 Q2	$769K	Hold	13,800	–	–	0.66%	33
2022 Q1	$766K	Sell	13,800 -140	-1%	-$7.18K	0.58%	40
2021 Q4	$781K	Hold	13,940	–	–	0.45%	48
2021 Q3	$669K	Hold	13,940	–	–	0.47%	47
2021 Q2	$584K	Hold	13,940	–	–	0.45%	46
2021 Q1	$470K	Buy	+13,940	New	+$497K	0.39%	49
2020 Q4	–	Sell	-13,940	Closed	-$483K	–	104
2020 Q3	$483K	Hold	13,940	–	–	0.46%	47
2020 Q2	$456K	Buy	+13,940	New	+$445K	0.11%	164

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

WFA of San Diego's NVO Position: Q2 2026 in Review

WFA of San Diego reduced its Novo Nordisk (NVO) stake by 7.3% in Q2 2026, selling an estimated $32.2K and leaving 9,470 shares worth $442K. The position accounts for 0.36% of the portfolio, ranked #55.

WFA of San Diego first reported a position in NVO in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.48M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

WFA of San Diego held 9,470 shares of Novo Nordisk worth $442K as of Q2 2026.
WFA of San Diego sold 750 Novo Nordisk shares in Q2 2026, an estimated $32.2K.
Novo Nordisk made up 0.36% of WFA of San Diego's portfolio in Q2 2026, its #55 holding.
WFA of San Diego first reported a position in Novo Nordisk in Q2 2020 and has held it in 19 quarters since.
WFA of San Diego's Novo Nordisk position peaked at $1.48M in Q2 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.