BFS
NVO

Bare Financial Services’s Novo Nordisk NVO Stock Holding History

Bare Financial Services’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
-25
Closed -$1.27K – 1835
2025
Q4 		$1.27K Sell
25
-117
-82% -$5.98K ﹤0.01% 1030
2025
Q3 		$7.88K Buy
142
+22
+18% +$1.29K ﹤0.01% 318
2025
Q2 		$8.28K Buy
120
+79
+193% +$5.37K ﹤0.01% 234
2025
Q1 		$2.85K Buy
+41
New +$3.39K ﹤0.01% 180

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Bare Financial Services's NVO Position: Q1 2026 in Review

Bare Financial Services sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 25 shares — an estimated $1.27K sold.

Bare Financial Services first reported a position in NVO in Q1 2025 and held it in 4 quarters. The position peaked at $8.28K in Q2 2025. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Bare Financial Services reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Bare Financial Services sold 25 Novo Nordisk shares in Q1 2026, an estimated $1.27K.
  • Bare Financial Services first reported a position in Novo Nordisk in Q1 2025 and held it in 4 quarters.
  • Bare Financial Services's Novo Nordisk position peaked at $8.28K in Q2 2025.
  • 1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.