Alliance Wealth Advisors (Utah)’s Novo Nordisk NVO Stock Holding History

Alliance Wealth Advisors (Utah)’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	$972K	Buy	26,446 +1,168	+5%	+$55.3K	0.21%	82
2025 Q4	$1.29M	Sell	25,278 -8,170	-24%	-$418K	0.28%	86
2025 Q3	$1.86M	Buy	33,448 +8,227	+33%	+$482K	0.44%	70
2025 Q2	$1.74M	Sell	25,221 -1,332	-5%	-$90.6K	0.42%	71
2025 Q1	$1.84M	Sell	26,553 -4,452	-14%	-$368K	0.48%	70
2024 Q4	$2.67M	Sell	31,005 -907	-3%	-$98.1K	0.69%	55
2024 Q3	$3.8M	Buy	31,912 +1,815	+6%	+$242K	1%	28
2024 Q2	$4.3M	Buy	30,097 +1,524	+5%	+$202K	1.26%	15
2024 Q1	$3.67M	Buy	28,573 +1,178	+4%	+$140K	1.09%	23
2023 Q4	$2.83M	Buy	27,395 +542	+2%	+$53.6K	0.95%	29
2023 Q3	$2.44M	Buy	26,853 +16,369	+156%	+$1.44M	0.9%	31
2023 Q2	$848K	Buy	10,484 +738	+8%	+$60.3K	0.32%	78
2023 Q1	$776K	Sell	9,746 -3,664	-27%	-$260K	0.31%	79
2022 Q4	$908K	Buy	+13,410	New	+$786K	0.41%	68

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

Alliance Wealth Advisors (Utah)'s NVO Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) increased its Novo Nordisk (NVO) stake by 4.6% in Q1 2026, buying an estimated $55.3K and bringing the position to 26,446 shares worth $972K. The position accounts for 0.21% of the portfolio, ranked #82.

Alliance Wealth Advisors (Utah) first reported a position in NVO in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.3M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Alliance Wealth Advisors (Utah) held 26,446 shares of Novo Nordisk worth $972K as of Q1 2026.
Alliance Wealth Advisors (Utah) bought 1,168 Novo Nordisk shares in Q1 2026, an estimated $55.3K.
Novo Nordisk made up 0.21% of Alliance Wealth Advisors (Utah)'s portfolio in Q1 2026, its #82 holding.
Alliance Wealth Advisors (Utah) first reported a position in Novo Nordisk in Q4 2022 and has held it in 14 quarters since.
Alliance Wealth Advisors (Utah)'s Novo Nordisk position peaked at $4.3M in Q2 2024.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.