AI
NVO

Atria Investments’s Novo Nordisk NVO Stock Holding History

Atria Investments’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 		$5.86M Buy
159,507
+6,778
+4% +$321K 0.07% 321
2025
Q4 		$7.77M Sell
152,729
-15,610
-9% -$798K 0.09% 251
2025
Q3 		$9.34M Sell
168,339
-15,572
-8% -$911K 0.11% 208
2025
Q2 		$12.7M Buy
183,911
+2,581
+1% +$176K 0.15% 143
2025
Q1 		$12.6M Buy
181,330
+25,292
+16% +$2.09M 0.16% 141
2024
Q4 		$13.4M Sell
156,038
-29,049
-16% -$3.14M 0.17% 133
2024
Q3 		$22M Sell
185,087
-3,455
-2% -$461K 0.27% 64
2024
Q2 		$26.9M Buy
188,542
+8,405
+5% +$1.11M 0.35% 52
2024
Q1 		$23.1M Buy
180,137
+1,693
+0.9% +$202K 0.32% 62
2023
Q4 		$18.5M Buy
178,444
+6,027
+3% +$596K 0.29% 73
2023
Q3 		$15.7M Buy
172,417
+32,043
+23% +$2.82M 0.28% 70
2023
Q2 		$11.4M Sell
140,374
-12,770
-8% -$1.04M 0.21% 104
2023
Q1 		$12.2M Sell
153,144
-3,252
-2% -$231K 0.23% 96
2022
Q4 		$10.6M Buy
156,396
+654
+0.4% +$38.3K 0.22% 106
2022
Q3 		$7.76M Buy
155,742
+3,156
+2% +$169K 0.17% 145
2022
Q2 		$8.5M Sell
152,586
-11,970
-7% -$664K 0.18% 135
2022
Q1 		$9.14M Sell
164,556
-4,380
-3% -$225K 0.16% 156
2021
Q4 		$9.46M Buy
168,936
+3,290
+2% +$178K 0.17% 145
2021
Q3 		$7.95M Sell
165,646
-6,178
-4% -$299K 0.14% 158
2021
Q2 		$7.2M Buy
171,824
+9,806
+6% +$380K 0.14% 168
2021
Q1 		$5.46M Buy
162,018
+6,554
+4% +$233K 0.12% 195
2020
Q4 		$5.43M Buy
155,464
+9,904
+7% +$342K 0.13% 185
2020
Q3 		$5.05M Buy
145,560
+39,654
+37% +$1.32M 0.15% 150
2020
Q2 		$3.47M Buy
+105,906
New +$3.38M 0.12% 198
2020
Q1 		– Sell
-121,570
Closed -$3.52M – 978
2019
Q4 		$3.52M Buy
+121,570
New +$3.37M 0.1% 191
2019
Q3 		– Sell
-20,912
Closed -$532K – 938
2019
Q2 		$532K Buy
20,912
+1,438
+7% +$35.5K 0.02% 558
2019
Q1 		$509K Buy
19,474
+1,182
+6% +$29.1K 0.02% 529
2018
Q4 		$421K Buy
18,292
+1,566
+9% +$34.8K 0.02% 558
2018
Q3 		$394K Buy
16,726
+1,244
+8% +$30.4K 0.02% 673
2018
Q2 		$357K Buy
15,482
+1,320
+9% +$31.4K 0.02% 678
2018
Q1 		$349K Sell
14,162
-2,990
-17% -$78.5K 0.02% 626
2017
Q4 		$460K Buy
17,152
+8,450
+97% +$215K 0.02% 498
2017
Q3 		$210K Sell
8,702
-7,428
-46% -$168K 0.01% 734
2017
Q2 		$346K Sell
16,130
-1,784
-10% -$36K 0.02% 519
2017
Q1 		$307K Sell
17,914
-2,336
-12% -$40.7K 0.02% 511
2016
Q4 		$363K Buy
20,250
+2,768
+16% +$50.2K 0.03% 414
2016
Q3 		$364K Buy
17,482
+508
+3% +$12.6K 0.03% 364
2016
Q2 		$460K Sell
16,974
-268
-2% -$7.35K 0.05% 281
2016
Q1 		$467K Sell
17,242
-9,664
-36% -$259K 0.05% 258
2015
Q4 		$737K Buy
26,906
+2,600
+11% +$72K 0.08% 176
2015
Q3 		$659K Buy
24,306
+14,052
+137% +$398K 0.09% 155
2015
Q2 		$281K Buy
10,254
+408
+4% +$11.5K 0.03% 323
2015
Q1 		$263K Buy
9,846
+166
+2% +$3.82K 0.03% 347
2014
Q4 		$205K Buy
9,680
+482
+5% +$10.8K 0.02% 400
2014
Q3 		$219K Sell
9,198
-258
-3% -$5.94K 0.02% 427
2014
Q2 		$218K Sell
9,456
-66,800
-88% -$1.47M 0.02% 391
2014
Q1 		$1.74M Sell
76,256
-2,624
-3% -$55.9K 0.18% 108
2013
Q4 		$1.46M Buy
78,880
+23,390
+42% +$408K 0.15% 124
2013
Q3 		$939K Buy
+55,490
New +$933K 0.1% 165

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

Atria Investments's NVO Position: Q1 2026 in Review

Atria Investments increased its Novo Nordisk (NVO) stake by 4.4% in Q1 2026, buying an estimated $321K and bringing the position to 159,507 shares worth $5.86M. The position accounts for 0.07% of the portfolio, ranked #321.

Atria Investments first reported a position in NVO in Q3 2013 and has held it in 49 quarters since. The position peaked at $26.9M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Atria Investments held 159,507 shares of Novo Nordisk worth $5.86M as of Q1 2026.
  • Atria Investments bought 6,778 Novo Nordisk shares in Q1 2026, an estimated $321K.
  • Novo Nordisk made up 0.07% of Atria Investments's portfolio in Q1 2026, its #321 holding.
  • Atria Investments first reported a position in Novo Nordisk in Q3 2013 and has held it in 49 quarters since.
  • Atria Investments's Novo Nordisk position peaked at $26.9M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.