Whipplewood Advisors’s Novo Nordisk NVO Stock Holding History

Whipplewood Advisors’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	$5.95K	Sell	124 -1,556	-93%	-$66.9K	﹤0.01%	300
2026 Q1	$61.7K	Buy	1,680 +606	+56%	+$28.7K	0.03%	242
2025 Q4	$54.6K	Buy	1,074 +74	+7%	+$3.78K	0.04%	194
2025 Q3	$55.5K	Sell	1,000 -3,257	-77%	-$191K	0.04%	188
2025 Q2	$294K	Sell	4,257 -1,310	-24%	-$89.1K	0.16%	128
2025 Q1	$390K	Sell	5,567 -420	-7%	-$34.7K	0.23%	101
2024 Q4	$515K	Buy	+5,987	New	+$647K	0.29%	81

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

Whipplewood Advisors's NVO Position: Q2 2026 in Review

Whipplewood Advisors reduced its Novo Nordisk (NVO) stake by 93% in Q2 2026, selling an estimated $66.9K and leaving 124 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Whipplewood Advisors first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $515K in Q4 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Whipplewood Advisors held 124 shares of Novo Nordisk worth $5.95K as of Q2 2026.
Whipplewood Advisors sold 1,556 Novo Nordisk shares in Q2 2026, an estimated $66.9K.
Novo Nordisk made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #300 holding.
Whipplewood Advisors first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Novo Nordisk position peaked at $515K in Q4 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.