AWC
NVO

Abundance Wealth Counselors’s Novo Nordisk NVO Stock Holding History

Abundance Wealth Counselors’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
Q1 		– Sell
-4,007
Closed -$204K – 253
2025
Q4 		$204K Sell
4,007
-786
-16% -$40.2K 0.03% 158
2025
Q3 		$266K Buy
4,793
+662
+16% +$38.8K 0.05% 140
2025
Q2 		$285K Sell
4,131
-212
-5% -$14.4K 0.05% 140
2025
Q1 		$302K Buy
4,343
+55
+1% +$4.54K 0.06% 131
2024
Q4 		$369K Buy
4,288
+541
+14% +$58.5K 0.08% 120
2024
Q3 		$446K Buy
+3,747
New +$500K 0.09% 118
2024
Q2 		– Sell
-3,813
Closed -$490K – 124
2024
Q1 		$490K Buy
3,813
+451
+13% +$53.7K 0.11% 106
2023
Q4 		$348K Sell
3,362
-114
-3% -$11.3K 0.09% 113
2023
Q3 		$316K Buy
+3,476
New +$306K 0.09% 108
2023
Q2 		– Sell
-4,540
Closed -$361K – 120
2023
Q1 		$361K Sell
4,540
-98
-2% -$6.95K 0.09% 112
2022
Q4 		$314K Sell
4,638
-278
-6% -$16.3K 0.09% 114
2022
Q3 		$245K Buy
4,916
+10
+0.2% +$536 0.07% 121
2022
Q2 		$273K Buy
4,906
+294
+6% +$16.3K 0.07% 119
2022
Q1 		$256K Buy
+4,612
New +$237K 0.07% 127
2021
Q2 		– Sell
-1,758
Closed -$59K – 255
2021
Q1 		$59K Buy
+1,758
New +$62.6K 0.01% 159

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Abundance Wealth Counselors's NVO Position: Q1 2026 in Review

Abundance Wealth Counselors sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 4,007 shares — an estimated $204K sold.

Abundance Wealth Counselors first reported a position in NVO in Q1 2021 and held it in 15 quarters. The position peaked at $490K in Q1 2024. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Abundance Wealth Counselors reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Abundance Wealth Counselors sold 4,007 Novo Nordisk shares in Q1 2026, an estimated $204K.
  • Abundance Wealth Counselors first reported a position in Novo Nordisk in Q1 2021 and held it in 15 quarters.
  • Abundance Wealth Counselors's Novo Nordisk position peaked at $490K in Q1 2024.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.