Williams Jones Wealth Management’s Novo Nordisk NVO Stock Holding History

Williams Jones 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	$228K	Buy	+4,748	New	+$204K	﹤0.01%	499
2026 Q1	–	Sell	-4,950	Closed	-$252K	–	529
2025 Q4	$252K	Sell	4,950 -122	-2%	-$6.24K	﹤0.01%	446
2025 Q3	$281K	Buy	5,072 +567	+13%	+$33.2K	﹤0.01%	424
2025 Q2	$311K	Sell	4,505 -1,065	-19%	-$72.4K	﹤0.01%	412
2025 Q1	$387K	Buy	5,570 +150	+3%	+$12.4K	﹤0.01%	372
2024 Q4	$466K	Sell	5,420 -1,240	-19%	-$134K	0.01%	355
2024 Q3	$793K	Buy	6,660 +938	+16%	+$125K	0.01%	289
2024 Q2	$817K	Hold	5,722	–	–	0.01%	274
2024 Q1	$735K	Buy	5,722 +564	+11%	+$67.1K	0.01%	297
2023 Q4	$534K	Buy	5,158 +500	+11%	+$49.4K	0.01%	339
2023 Q3	$424K	Hold	4,658	–	–	0.01%	367
2023 Q2	$377K	Buy	4,658 +1,900	+69%	+$155K	0.01%	389
2023 Q1	$219K	Buy	+2,758	New	+$196K	﹤0.01%	498

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

Williams Jones Wealth Management's NVO Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in Novo Nordisk (NVO) in Q2 2026: 4,748 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #499 among its holdings. This is a return to the name: Williams Jones Wealth Management previously reported a position in NVO as recently as Q4 2025.

Williams Jones Wealth Management first reported a position in NVO in Q1 2023 and has held it in 13 quarters since. The position peaked at $817K in Q2 2024. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Williams Jones Wealth Management held 4,748 shares of Novo Nordisk worth $228K as of Q2 2026.
Novo Nordisk was a new Williams Jones Wealth Management position in Q2 2026.
Novo Nordisk made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #499 holding.
Williams Jones Wealth Management first reported a position in Novo Nordisk in Q1 2023 and has held it in 13 quarters since.
Williams Jones Wealth Management's Novo Nordisk position peaked at $817K in Q2 2024.
1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.