ARG
NVO

Advisory Resource Group’s Novo Nordisk NVO Stock Holding History

Advisory Resource Group’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
-27,523
Closed -$1.4M – 184
2025
Q4 		$1.4M Buy
27,523
+5,007
+22% +$256K 0.25% 95
2025
Q3 		$1.25M Buy
22,516
+7,362
+49% +$431K 0.22% 106
2025
Q2 		$1.05M Buy
15,154
+651
+4% +$44.3K 0.2% 111
2025
Q1 		$1.01M Buy
14,503
+2,518
+21% +$208K 0.21% 101
2024
Q4 		$1.03M Buy
11,985
+4,544
+61% +$491K 0.22% 97
2024
Q3 		$886K Sell
7,441
-27
-0.4% -$3.6K 0.19% 108
2024
Q2 		$1.07M Buy
7,468
+151
+2% +$20K 0.24% 79
2024
Q1 		$940K Buy
7,317
+823
+13% +$98K 0.22% 83
2023
Q4 		$672K Sell
6,494
-489
-7% -$48.4K 0.17% 105
2023
Q3 		$635K Buy
6,983
+27
+0.4% +$2.38K 0.17% 95
2023
Q2 		$563K Sell
6,956
-650
-9% -$53.1K 0.15% 104
2023
Q1 		$605K Sell
7,606
-674
-8% -$47.8K 0.17% 93
2022
Q4 		$560K Buy
+8,280
New +$485K 0.17% 79
2022
Q3 		– Sell
-4,312
Closed -$240K – 140
2022
Q2 		$240K Sell
4,312
-868
-17% -$48.2K 0.08% 117
2022
Q1 		$288K Buy
5,180
+398
+8% +$20.4K 0.09% 113
2021
Q4 		$239K Buy
4,782
+572
+14% +$31K 0.08% 129
2021
Q3 		$202K Sell
4,210
-596
-12% -$28.8K 0.07% 133
2021
Q2 		$201K Buy
+4,806
New +$186K 0.08% 129

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Advisory Resource Group's NVO Position: Q1 2026 in Review

Advisory Resource Group sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 27,523 shares — an estimated $1.4M sold.

Advisory Resource Group first reported a position in NVO in Q2 2021 and held it in 18 quarters. The position peaked at $1.4M in Q4 2025. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Advisory Resource Group reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Advisory Resource Group sold 27,523 Novo Nordisk shares in Q1 2026, an estimated $1.4M.
  • Advisory Resource Group first reported a position in Novo Nordisk in Q2 2021 and held it in 18 quarters.
  • Advisory Resource Group's Novo Nordisk position peaked at $1.4M in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Advisory Resource Group's 13F filing for Q1 2026, filed 15 May 2026.