Accretive Wealth Partners’s Novo Nordisk NVO Stock Holding History

Accretive Wealth Partners’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	-5,045	Closed	-$257K	–	184
2025 Q4	$257K	Hold	5,045	–	–	0.08%	139
2025 Q3	$280K	Hold	5,045	–	–	0.09%	129
2025 Q2	$348K	Hold	5,045	–	–	0.11%	118
2025 Q1	$334K	Sell	5,045 -1,000	-17%	-$82.6K	0.12%	122
2024 Q4	$520K	Hold	6,045	–	–	0.22%	102
2024 Q3	$720K	Sell	6,045 -105	-2%	-$14K	0.3%	97
2024 Q2	$878K	Hold	6,150	–	–	0.37%	87
2024 Q1	$757K	Hold	6,150	–	–	0.33%	92
2023 Q4	$636K	Hold	6,150	–	–	0.31%	98
2023 Q3	$559K	Hold	6,150	–	–	0.33%	87
2023 Q2	$498K	Hold	6,150	–	–	0.3%	90
2023 Q1	$489K	Hold	6,150	–	–	0.31%	91
2022 Q4	$416K	Buy	+6,150	New	+$361K	0.29%	89

Other funds holding NVO

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Accretive Wealth Partners's NVO Position: Q1 2026 in Review

Accretive Wealth Partners sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 5,045 shares — an estimated $257K sold.

Accretive Wealth Partners first reported a position in NVO in Q4 2022 and held it in 13 quarters. The position peaked at $878K in Q2 2024. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Accretive Wealth Partners reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Accretive Wealth Partners sold 5,045 Novo Nordisk shares in Q1 2026, an estimated $257K.
Accretive Wealth Partners first reported a position in Novo Nordisk in Q4 2022 and held it in 13 quarters.
Accretive Wealth Partners's Novo Nordisk position peaked at $878K in Q2 2024.
1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.