Baldwin Wealth Partners’s Novo Nordisk NVO Stock Holding History

Baldwin 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	-23,036	Closed	-$1.17M	–	243
2025 Q4	$1.17M	Sell	23,036 -9,520	-29%	-$487K	0.08%	105
2025 Q3	$1.81M	Sell	32,556 -148,569	-82%	-$8.7M	0.12%	87
2025 Q2	$12.5M	Buy	181,125 +11,609	+7%	+$790K	0.85%	36
2025 Q1	$11.8M	Buy	169,516 +120,808	+248%	+$9.98M	0.83%	41
2024 Q4	$4.19M	Sell	48,708 -6,547	-12%	-$708K	0.29%	63
2024 Q3	$6.58M	Buy	55,255 +6,467	+13%	+$862K	0.45%	55
2024 Q2	$6.96M	Sell	48,788 -109	-0.2%	-$14.4K	0.54%	50
2024 Q1	$6.28M	Sell	48,897 -1,215	-2%	-$145K	0.47%	56
2023 Q4	$5.18M	Sell	50,112 -4,002	-7%	-$396K	0.41%	58
2023 Q3	$4.92M	Buy	54,114 +10	+0%	+$881	0.42%	59
2023 Q2	$4.38M	Sell	54,104 -244	-0.4%	-$19.9K	0.36%	61
2023 Q1	$4.32M	Sell	54,348 -152	-0.3%	-$10.8K	0.38%	62
2022 Q4	$3.69M	Buy	54,500 +49,062	+902%	+$2.88M	0.33%	74
2022 Q3	$271K	Sell	5,438 -50	-0.9%	-$2.68K	0.04%	151
2022 Q2	$306K	Sell	5,488 -78	-1%	-$4.33K	0.04%	147
2022 Q1	$309K	Sell	5,566 -224	-4%	-$11.5K	0.03%	160
2021 Q4	$324K	Buy	5,790 +308	+6%	+$16.7K	0.03%	159
2021 Q3	$263K	Sell	5,482 -94	-2%	-$4.54K	0.03%	178
2021 Q2	$234K	Sell	5,576 -188	-3%	-$7.29K	0.03%	183
2021 Q1	$194K	Sell	5,764 -990	-15%	-$35.3K	0.02%	182
2020 Q4	$236K	Sell	6,754 -160	-2%	-$5.53K	0.03%	158
2020 Q3	$240K	Sell	6,914 -24	-0.3%	-$800	0.03%	147
2020 Q2	$227K	Sell	6,938 -450	-6%	-$14.4K	0.03%	145
2020 Q1	$222K	Sell	7,388 -1,270	-15%	-$37.8K	0.04%	137
2019 Q4	$251K	Buy	8,658 +2,024	+31%	+$56K	0.04%	160
2019 Q3	$171K	Sell	6,634 -26,420	-80%	-$668K	0.03%	183
2019 Q2	$844K	Sell	33,054 -7,442	-18%	-$184K	0.12%	90
2019 Q1	$1.06M	Hold	40,496	–	–	0.16%	83
2018 Q4	$933K	Hold	40,496	–	–	0.16%	82
2018 Q3	$954K	Sell	40,496 -2,746	-6%	-$67K	0.13%	94
2018 Q2	$997K	Hold	43,242	–	–	0.16%	90
2018 Q1	$1.06M	Sell	43,242 -400	-0.9%	-$10.5K	0.17%	83
2017 Q4	$1.17M	Buy	43,642 +1,488	+4%	+$37.8K	0.18%	83
2017 Q3	$1.01M	Hold	42,154	–	–	0.16%	90
2017 Q2	$904K	Sell	42,154 -1,718	-4%	-$34.7K	0.15%	94
2017 Q1	$752K	Buy	43,872 +15,556	+55%	+$271K	0.12%	103
2016 Q4	$508K	Buy	28,316 +21,064	+290%	+$382K	0.09%	118
2016 Q3	$151K	Sell	7,252 -2,970	-29%	-$73.6K	0.03%	195
2016 Q2	$275K	Buy	10,222 +360	+4%	+$9.87K	0.06%	147
2016 Q1	$267K	Buy	9,862 +502	+5%	+$13.4K	0.05%	181
2015 Q4	$272K	Sell	9,360 -88	-0.9%	-$2.44K	0.04%	191
2015 Q3	$256K	Sell	9,448 -1,500	-14%	-$42.5K	0.04%	198
2015 Q2	$300K	Hold	10,948	–	–	0.04%	199
2015 Q1	$292K	Sell	10,948 -940	-8%	-$21.6K	0.04%	200
2014 Q4	$252K	Sell	11,888 -300	-2%	-$6.7K	0.04%	214
2014 Q3	$290K	Sell	12,188 -10,932	-47%	-$252K	0.04%	211
2014 Q2	$534K	Buy	23,120 +6,680	+41%	+$147K	0.08%	169
2014 Q1	$375K	Buy	16,440 +1,800	+12%	+$38.4K	0.06%	185
2013 Q4	$270K	Buy	14,640 +2,250	+18%	+$39.2K	0.04%	202
2013 Q3	$210K	Sell	12,390 -7,950	-39%	-$134K	0.04%	220
2013 Q2	$315K	Buy	+20,340	New	+$339K	0.06%	176

Other funds holding NVO

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Baldwin Wealth Partners's NVO Position: Q1 2026 in Review

Baldwin Wealth Partners sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 23,036 shares — an estimated $1.17M sold.

Baldwin Wealth Partners first reported a position in NVO in Q2 2013 and held it in 51 quarters. The position peaked at $12.5M in Q2 2025. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Baldwin Wealth Partners reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Baldwin Wealth Partners sold 23,036 Novo Nordisk shares in Q1 2026, an estimated $1.17M.
Baldwin Wealth Partners first reported a position in Novo Nordisk in Q2 2013 and held it in 51 quarters.
Baldwin Wealth Partners's Novo Nordisk position peaked at $12.5M in Q2 2025.
1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Baldwin Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.