AMPWP
NVO

Alvarez & Marsal Private Wealth Partners’s Novo Nordisk NVO Stock Holding History

Alvarez & Marsal Private 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
-42
Closed -$2.14K – 188
2025
Q4 		$2.14K Buy
+42
New +$2.15K ﹤0.01% 111

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

Alvarez & Marsal Private Wealth Partners's NVO Position: Q1 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 42 shares — an estimated $2.14K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in NVO in Q4 2025 and held it in 1 quarter. The position peaked at $2.14K in Q4 2025. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 42 Novo Nordisk shares in Q1 2026, an estimated $2.14K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Novo Nordisk in Q4 2025 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Novo Nordisk position peaked at $2.14K in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.