WNY Asset Management’s Novo Nordisk NVO Stock Holding History

WNY Asset 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	$249K	Sell	5,198 -426	-8%	-$18.3K	0.02%	228
2026 Q1	$207K	Buy	+5,624	New	+$266K	0.02%	241
2025 Q3	$196K	Buy	+3,527	New	+$206K	0.02%	232
2025 Q1	–	Sell	-2,265	Closed	-$195K	–	232
2024 Q4	$195K	Sell	2,265 -1,137	-33%	-$123K	0.02%	215
2024 Q3	$405K	Sell	3,402 -1,034	-23%	-$138K	0.05%	164
2024 Q2	$633K	Sell	4,436 -76	-2%	-$10.1K	0.08%	126
2024 Q1	$579K	Buy	4,512 +1,050	+30%	+$125K	0.09%	134
2023 Q4	$358K	Hold	3,462	–	–	0.06%	165
2023 Q3	$315K	Buy	3,462 +172	+5%	+$15.2K	0.06%	172
2023 Q2	$266K	Buy	3,290 +90	+3%	+$7.35K	0.06%	166
2023 Q1	$255K	Hold	3,200	–	–	0.06%	165
2022 Q4	$217K	Buy	+3,200	New	+$188K	0.06%	173

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

WNY Asset Management's NVO Position: Q2 2026 in Review

WNY Asset Management reduced its Novo Nordisk (NVO) stake by 7.6% in Q2 2026, selling an estimated $18.3K and leaving 5,198 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #228.

WNY Asset Management first reported a position in NVO in Q4 2022 and has held it in 12 quarters since. The position peaked at $633K in Q2 2024. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

WNY Asset Management held 5,198 shares of Novo Nordisk worth $249K as of Q2 2026.
WNY Asset Management sold 426 Novo Nordisk shares in Q2 2026, an estimated $18.3K.
Novo Nordisk made up 0.02% of WNY Asset Management's portfolio in Q2 2026, its #228 holding.
WNY Asset Management first reported a position in Novo Nordisk in Q4 2022 and has held it in 12 quarters since.
WNY Asset Management's Novo Nordisk position peaked at $633K in Q2 2024.
1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.