AWA
NVO

Arkadios Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Arkadios Wealth Advisors’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 		$3.16M Buy
86,000
+6,456
+8% +$306K 0.05% 371
2025
Q4 		$4.05M Buy
79,544
+46,743
+143% +$2.39M 0.08% 263
2025
Q3 		$1.82M Sell
32,801
-1,989
-6% -$116K 0.04% 427
2025
Q2 		$2.4M Buy
34,790
+20,397
+142% +$1.39M 0.07% 299
2025
Q1 		$999K Sell
14,393
-3,011
-17% -$249K 0.04% 456
2024
Q4 		$1.5M Sell
17,404
-1,358
-7% -$147K 0.08% 242
2024
Q3 		$2.23M Sell
18,762
-283
-1% -$37.7K 0.13% 169
2024
Q2 		$2.72M Buy
19,045
+5,178
+37% +$686K 0.18% 117
2024
Q1 		$1.78M Buy
13,867
+3,222
+30% +$384K 0.14% 159
2023
Q4 		$1.1M Buy
10,645
+6,974
+190% +$690K 0.09% 204
2023
Q3 		$334K Sell
3,671
-9
-0.2% -$793 0.03% 453
2023
Q2 		$298K Sell
3,680
-276
-7% -$22.5K 0.03% 448
2023
Q1 		$315K Buy
3,956
+498
+14% +$35.3K 0.04% 423
2022
Q4 		$234K Buy
+3,458
New +$203K 0.03% 474
2021
Q4 		– Sell
-268
Closed -$12K – 1362
2021
Q3 		$12K Sell
268
-48
-15% -$2.32K ﹤0.01% 1394
2021
Q2 		$13K Buy
316
+256
+427% +$9.92K ﹤0.01% 1457
2021
Q1 		$2K Sell
60
-348
-85% -$12.4K ﹤0.01% 1534
2020
Q4 		$14K Buy
+408
New +$14.1K ﹤0.01% 868
2020
Q2 		– Sell
-204
Closed -$6.14K – 1079
2020
Q1 		$6.14K Buy
+204
New +$6.07K ﹤0.01% 743

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

Arkadios Wealth Advisors's NVO Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Novo Nordisk (NVO) stake by 8.1% in Q1 2026, buying an estimated $306K and bringing the position to 86,000 shares worth $3.16M. The position accounts for 0.05% of the portfolio, ranked #371.

Arkadios Wealth Advisors first reported a position in NVO in Q1 2020 and has held it in 19 quarters since. The position peaked at $4.05M in Q4 2025. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Arkadios Wealth Advisors held 86,000 shares of Novo Nordisk worth $3.16M as of Q1 2026.
  • Arkadios Wealth Advisors bought 6,456 Novo Nordisk shares in Q1 2026, an estimated $306K.
  • Novo Nordisk made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #371 holding.
  • Arkadios Wealth Advisors first reported a position in Novo Nordisk in Q1 2020 and has held it in 19 quarters since.
  • Arkadios Wealth Advisors's Novo Nordisk position peaked at $4.05M in Q4 2025.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.