AWM
NVO

Avaii Wealth Management’s Novo Nordisk NVO Stock Holding History

Avaii 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 		$5.01M Buy
136,348
+122,911
+915% +$5.82M 1.75% 19
2025
Q4 		$684K Buy
13,437
+9,098
+210% +$465K 0.25% 51
2025
Q3 		$241K Buy
+4,339
New +$254K 0.09% 131

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

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

Avaii Wealth Management increased its Novo Nordisk (NVO) stake by 915% in Q1 2026, buying an estimated $5.82M and bringing the position to 136,348 shares worth $5.01M. The position accounts for 1.75% of the portfolio, ranked #19.

Avaii Wealth Management first reported a position in NVO in Q3 2025 and has held it in 3 quarters since. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Avaii Wealth Management held 136,348 shares of Novo Nordisk worth $5.01M as of Q1 2026.
  • Avaii Wealth Management bought 122,911 Novo Nordisk shares in Q1 2026, an estimated $5.82M.
  • Novo Nordisk made up 1.75% of Avaii Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Avaii Wealth Management first reported a position in Novo Nordisk in Q3 2025 and has held it in 3 quarters since.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.