AWM
NVO

Angeles Wealth Management’s Novo Nordisk NVO Stock Holding History

Angeles Wealth Management’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 		$226K Buy
5,939
+863
+17% +$40.9K 0.01% 377
2025
Q4 		$258K Buy
5,076
+1,122
+28% +$57.4K 0.01% 318
2025
Q3 		$219K Sell
3,954
-6,527
-62% -$382K 0.01% 314
2025
Q2 		$723K Sell
10,481
-3,263
-24% -$222K 0.05% 138
2025
Q1 		$954K Sell
13,744
-175
-1% -$14.5K 0.08% 96
2024
Q4 		$1.2M Buy
13,919
+225
+2% +$24.3K 0.1% 75
2024
Q3 		$1.63M Sell
13,694
-429
-3% -$57.2K 0.14% 58
2024
Q2 		$2.02M Sell
14,123
-44
-0.3% -$5.83K 0.19% 48
2024
Q1 		$1.82M Buy
14,167
+41
+0.3% +$4.88K 0.18% 47
2023
Q4 		$1.46M Sell
14,126
-89
-0.6% -$8.8K 0.18% 51
2023
Q3 		$1.29M Sell
14,215
-15,281
-52% -$1.35M 0.18% 47
2023
Q2 		$2.39M Buy
29,496
+534
+2% +$43.6K 0.33% 30
2023
Q1 		$2.3M Buy
28,962
+6,384
+28% +$453K 0.34% 33
2022
Q4 		$1.53M Buy
22,578
+13,752
+156% +$806K 0.27% 49
2022
Q3 		$440K Buy
+8,826
New +$473K 0.09% 99

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

Angeles Wealth Management's NVO Position: Q1 2026 in Review

Angeles Wealth Management increased its Novo Nordisk (NVO) stake by 17% in Q1 2026, buying an estimated $40.9K and bringing the position to 5,939 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #377.

Angeles Wealth Management first reported a position in NVO in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.39M in Q2 2023. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Angeles Wealth Management held 5,939 shares of Novo Nordisk worth $226K as of Q1 2026.
  • Angeles Wealth Management bought 863 Novo Nordisk shares in Q1 2026, an estimated $40.9K.
  • Novo Nordisk made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #377 holding.
  • Angeles Wealth Management first reported a position in Novo Nordisk in Q3 2022 and has held it in 15 quarters since.
  • Angeles Wealth Management's Novo Nordisk position peaked at $2.39M in Q2 2023.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.