WP Advisors’s Novo Nordisk NVO Stock Holding History

WP 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	$261K	Sell	5,446 -1,290	-19%	-$55.4K	0.06%	102
2026 Q1	$248K	Buy	6,736 +1	+0%	+$47	0.06%	106
2025 Q4	$343K	Sell	6,735 -1,082	-14%	-$55.3K	0.09%	90
2025 Q3	$434K	Buy	+7,817	New	+$458K	0.11%	83
2024 Q3	–	Sell	-1,480	Closed	-$211K	–	106
2024 Q2	$211K	Buy	+1,480	New	+$196K	0.07%	103
2019 Q2	–	Sell	-1,480	Closed	-$38.7K	–	132
2019 Q1	$38.7K	Buy	+1,480	New	+$36.4K	0.04%	133
2018 Q4	–	Sell	-1,880	Closed	-$44K	–	177
2018 Q3	$44K	Hold	1,880	–	–	0.04%	131
2018 Q2	$43K	Buy	+1,880	New	+$44.7K	0.04%	141

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

WP Advisors's NVO Position: Q2 2026 in Review

WP Advisors reduced its Novo Nordisk (NVO) stake by 19% in Q2 2026, selling an estimated $55.4K and leaving 5,446 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #102.

WP Advisors first reported a position in NVO in Q2 2018 and has held it in 8 quarters since. The position peaked at $434K in Q3 2025. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

WP Advisors held 5,446 shares of Novo Nordisk worth $261K as of Q2 2026.
WP Advisors sold 1,290 Novo Nordisk shares in Q2 2026, an estimated $55.4K.
Novo Nordisk made up 0.06% of WP Advisors's portfolio in Q2 2026, its #102 holding.
WP Advisors first reported a position in Novo Nordisk in Q2 2018 and has held it in 8 quarters since.
WP Advisors's Novo Nordisk position peaked at $434K in Q3 2025.
1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.