BPA
NVO

Beacon Pointe Advisors’s Novo Nordisk NVO Stock Holding History

Beacon Pointe Advisors’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 		$1.33M Buy
36,324
+285
+0.8% +$13.5K 0.01% 886
2025
Q4 		$1.83M Buy
36,039
+10,661
+42% +$545K 0.01% 636
2025
Q3 		$1.41M Sell
25,378
-16,320
-39% -$955K 0.01% 639
2025
Q2 		$2.88M Sell
41,698
-86,461
-67% -$5.88M 0.03% 414
2025
Q1 		$8.9M Buy
128,159
+90,259
+238% +$7.45M 0.1% 189
2024
Q4 		$3.26M Sell
37,900
-7,460
-16% -$807K 0.04% 349
2024
Q3 		$5.4M Sell
45,360
-3,853
-8% -$514K 0.06% 275
2024
Q2 		$7.02M Sell
49,213
-3,162
-6% -$419K 0.08% 211
2024
Q1 		$6.72M Buy
52,375
+1,201
+2% +$143K 0.07% 233
2023
Q4 		$5.29M Sell
51,174
-67,425
-57% -$6.67M 0.06% 271
2023
Q3 		$10.8M Buy
118,599
+96,817
+444% +$8.53M 0.13% 156
2023
Q2 		$1.76M Sell
21,782
-934
-4% -$76.3K 0.03% 407
2023
Q1 		$1.81M Sell
22,716
-476
-2% -$33.8K 0.03% 419
2022
Q4 		$1.57M Buy
23,192
+5,458
+31% +$320K 0.03% 411
2022
Q3 		$883K Sell
17,734
-192
-1% -$10.3K 0.02% 493
2022
Q2 		$999K Sell
17,926
-83,926
-82% -$4.66M 0.02% 469
2022
Q1 		$5.66M Buy
101,852
+76,762
+306% +$3.94M 0.08% 231
2021
Q4 		$1.41M Buy
25,090
+10,718
+75% +$581K 0.04% 317
2021
Q3 		$690K Sell
14,372
-8,544
-37% -$413K 0.02% 470
2021
Q2 		$960K Buy
22,916
+11,512
+101% +$446K 0.03% 342
2021
Q1 		$384K Buy
11,404
+5,106
+81% +$182K 0.02% 336
2020
Q4 		$219K Buy
+6,298
New +$218K 0.02% 446
2019
Q2 		– Sell
-152,294
Closed -$3.98M – 213
2019
Q1 		$3.98M Buy
+152,294
New +$3.74M 1.49% 14

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

Beacon Pointe Advisors's NVO Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Novo Nordisk (NVO) stake by 0.79% in Q1 2026, buying an estimated $13.5K and bringing the position to 36,324 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #886.

Beacon Pointe Advisors first reported a position in NVO in Q1 2019 and has held it in 23 quarters since. The position peaked at $10.8M in Q3 2023. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Beacon Pointe Advisors held 36,324 shares of Novo Nordisk worth $1.33M as of Q1 2026.
  • Beacon Pointe Advisors bought 285 Novo Nordisk shares in Q1 2026, an estimated $13.5K.
  • Novo Nordisk made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #886 holding.
  • Beacon Pointe Advisors first reported a position in Novo Nordisk in Q1 2019 and has held it in 23 quarters since.
  • Beacon Pointe Advisors's Novo Nordisk position peaked at $10.8M in Q3 2023.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.