Winch Advisory Services’s Novo Nordisk NVO Stock Holding History

Winch Advisory Services’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	$3.39K	Buy	71 +53	+294%	+$2.28K	﹤0.01%	434
2026 Q1	$675	Hold	18	–	–	﹤0.01%	477
2025 Q4	$935	Hold	18	–	–	﹤0.01%	459
2025 Q3	$1.02K	Hold	18	–	–	﹤0.01%	460
2025 Q2	$1.26K	Hold	18	–	–	﹤0.01%	440
2025 Q1	$1.25K	Hold	18	–	–	﹤0.01%	438
2024 Q4	$1.55K	Buy	+18	New	+$1.95K	﹤0.01%	459

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

Winch Advisory Services's NVO Position: Q2 2026 in Review

Winch Advisory Services increased its Novo Nordisk (NVO) stake by 294% in Q2 2026, buying an estimated $2.28K and bringing the position to 71 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Winch Advisory Services first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Winch Advisory Services held 71 shares of Novo Nordisk worth $3.39K as of Q2 2026.
Winch Advisory Services bought 53 Novo Nordisk shares in Q2 2026, an estimated $2.28K.
Novo Nordisk made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #434 holding.
Winch Advisory Services first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.