BCWM
NVO

Bartlett & Co Wealth Management’s Novo Nordisk NVO Stock Holding History

Bartlett & Co 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 		$1.75M Sell
39,312
-1,599
-4% -$75.8K 0.02% 223
2025
Q4 		$2.08M Sell
40,911
-105
-0.3% -$5.37K 0.03% 197
2025
Q3 		$2.28M Sell
41,016
-1,904
-4% -$111K 0.03% 193
2025
Q2 		$2.96M Buy
42,920
+34
+0.1% +$2.31K 0.04% 167
2025
Q1 		$3.03M Sell
42,886
-28,859
-40% -$2.38M 0.04% 159
2024
Q4 		$6.17M Hold
71,745
– – 0.09% 125
2024
Q3 		$8.54M Sell
71,745
-2,220
-3% -$296K 0.12% 110
2024
Q2 		$10.6M Hold
73,965
– – 0.16% 99
2024
Q1 		$9.57M Sell
73,965
-29,916
-29% -$3.56M 0.15% 105
2023
Q4 		$10.7M Buy
103,881
+607
+0.6% +$60K 0.17% 92
2023
Q3 		$9.39M Hold
103,274
– – 0.17% 94
2023
Q2 		$8.36M Hold
103,274
– – 0.14% 105
2023
Q1 		$8.28M Hold
103,274
– – 0.16% 99
2022
Q4 		$6.99M Sell
103,274
-3,114
-3% -$183K 0.14% 113
2022
Q3 		$5.3M Hold
106,388
– – 0.11% 124
2022
Q2 		$5.93M Hold
106,388
– – 0.12% 119
2022
Q1 		$5.96M Sell
106,388
-2,510
-2% -$129K 0.1% 125
2021
Q4 		$6.1M Hold
108,898
– – 0.1% 124
2021
Q3 		$5.23M Sell
108,898
-48
-0% -$2.32K 0.1% 122
2021
Q2 		$4.56M Hold
108,946
– – 0.09% 131
2021
Q1 		$3.68M Sell
108,946
-2,700
-2% -$96.2K 0.07% 136
2020
Q4 		$3.9M Sell
111,646
-1,728
-2% -$59.7K 0.08% 137
2020
Q3 		$3.94M Sell
113,374
-1,500
-1% -$50K 0.09% 133
2020
Q2 		$3.76M Hold
114,874
– – 0.1% 132
2020
Q1 		$3.5M Sell
114,874
-5,460
-5% -$163K 0.11% 127
2019
Q4 		$3.48M Sell
120,334
-720
-0.6% -$19.9K 0.09% 135
2019
Q3 		$3.13M Buy
121,054
+1,334
+1% +$33.7K 0.08% 142
2019
Q2 		$3.06M Sell
119,720
-780
-0.6% -$19.3K 0.11% 108
2019
Q1 		$3.2M Sell
120,500
-4,000
-3% -$98.3K 0.12% 105
2018
Q4 		$2.87M Sell
124,500
-180
-0.1% -$4K 0.12% 105
2018
Q3 		$2.94M Hold
124,680
– – 0.11% 107
2018
Q2 		$2.88M Sell
124,680
-810
-0.6% -$19.3K 0.12% 103
2018
Q1 		$3.14M Buy
+125,490
New +$3.29M 0.13% 98

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

Bartlett & Co Wealth Management's NVO Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Novo Nordisk (NVO) stake by 3.9% in Q1 2026, selling an estimated $75.8K and leaving 39,312 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #223.

Bartlett & Co Wealth Management first reported a position in NVO in Q1 2018 and has held it in 33 quarters since. The position peaked at $10.7M in Q4 2023. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Bartlett & Co Wealth Management held 39,312 shares of Novo Nordisk worth $1.75M as of Q1 2026.
  • Bartlett & Co Wealth Management sold 1,599 Novo Nordisk shares in Q1 2026, an estimated $75.8K.
  • Novo Nordisk made up 0.02% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #223 holding.
  • Bartlett & Co Wealth Management first reported a position in Novo Nordisk in Q1 2018 and has held it in 33 quarters since.
  • Bartlett & Co Wealth Management's Novo Nordisk position peaked at $10.7M in Q4 2023.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.