AO
NVO

Advisor OS’s Novo Nordisk NVO Stock Holding History

Advisor OS’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
-10,228
Closed -$520K – 615
2025
Q4 		$520K Sell
10,228
-655
-6% -$33.5K 0.04% 275
2025
Q3 		$604K Buy
10,883
+1,885
+21% +$110K 0.05% 225
2025
Q2 		$621K Buy
8,998
+1,143
+15% +$77.7K 0.06% 218
2025
Q1 		$545K Sell
7,855
-1,131
-13% -$93.4K 0.06% 223
2024
Q4 		$773K Sell
8,986
-4,647
-34% -$503K 0.09% 153
2024
Q3 		$1.62M Sell
13,633
-339
-2% -$45.2K 0.16% 107
2024
Q2 		$1.99M Buy
13,972
+82
+0.6% +$10.9K 0.22% 87
2024
Q1 		$1.78M Buy
13,890
+758
+6% +$90.2K 0.2% 91
2023
Q4 		$1.36M Sell
13,132
-202
-2% -$20K 0.18% 99
2023
Q3 		$1.21M Buy
13,334
+2,964
+29% +$261K 0.18% 102
2023
Q2 		$839K Buy
10,370
+690
+7% +$56.4K 0.14% 149
2023
Q1 		$770K Sell
9,680
-2,710
-22% -$192K 0.18% 133
2022
Q4 		$838K Buy
12,390
+1,616
+15% +$94.7K 0.22% 104
2022
Q3 		$537K Buy
10,774
+732
+7% +$39.2K 0.16% 126
2022
Q2 		$561K Buy
10,042
+1,396
+16% +$77.5K 0.16% 133
2022
Q1 		$480K Buy
+8,646
New +$444K 0.14% 151

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

Advisor OS's NVO Position: Q1 2026 in Review

Advisor OS sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 10,228 shares — an estimated $520K sold.

Advisor OS first reported a position in NVO in Q1 2022 and held it in 16 quarters. The position peaked at $1.99M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Advisor OS reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 10,228 Novo Nordisk shares in Q1 2026, an estimated $520K.
  • Advisor OS first reported a position in Novo Nordisk in Q1 2022 and held it in 16 quarters.
  • Advisor OS's Novo Nordisk position peaked at $1.99M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.