WFA
NVO

WJ Financial Advisors’s Novo Nordisk NVO Stock Holding History

WJ Financial 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 		$594K Sell
12,400
-75
-0.6% -$3.22K 0.44% 64
2026
Q1 		$458K Buy
12,475
+417
+3% +$19.8K 0.37% 78
2025
Q4 		$614K Buy
12,058
+6,909
+134% +$353K 0.55% 60
2025
Q3 		$286K Buy
+5,149
New +$301K 0.28% 91

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

WJ Financial Advisors's NVO Position: Q2 2026 in Review

WJ Financial Advisors reduced its Novo Nordisk (NVO) stake by 0.6% in Q2 2026, selling an estimated $3.22K and leaving 12,400 shares worth $594K. The position accounts for 0.44% of the portfolio, ranked #64.

WJ Financial Advisors first reported a position in NVO in Q3 2025 and has held it in 4 quarters since. The position peaked at $614K in Q4 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • WJ Financial Advisors held 12,400 shares of Novo Nordisk worth $594K as of Q2 2026.
  • WJ Financial Advisors sold 75 Novo Nordisk shares in Q2 2026, an estimated $3.22K.
  • Novo Nordisk made up 0.44% of WJ Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • WJ Financial Advisors first reported a position in Novo Nordisk in Q3 2025 and has held it in 4 quarters since.
  • WJ Financial Advisors's Novo Nordisk position peaked at $614K in Q4 2025.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.