Beaird Harris Wealth Management’s Novo Nordisk NVO Stock Holding History

Beaird Harris 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	–	Sell	-69	Closed	-$3.5K	–	718
2025 Q4	$3.5K	Sell	69 -11	-14%	-$563	﹤0.01%	468
2025 Q3	$4.43K	Buy	80 +11	+16%	+$644	﹤0.01%	437
2025 Q2	$4.75K	Sell	69 -31	-31%	-$2.11K	﹤0.01%	427
2025 Q1	$6.93K	Sell	100 -61	-38%	-$5.04K	﹤0.01%	364
2024 Q4	$13.8K	Hold	161	–	–	﹤0.01%	334
2024 Q3	$19.2K	Hold	161	–	–	﹤0.01%	298
2024 Q2	$23K	Hold	161	–	–	﹤0.01%	289
2024 Q1	$20.7K	Hold	161	–	–	﹤0.01%	276
2023 Q4	$16.7K	Buy	+161	New	+$15.9K	﹤0.01%	282
2022 Q3	–	Sell	-218	Closed	-$12K	–	518
2022 Q2	$12K	Hold	218	–	–	﹤0.01%	236
2022 Q1	$12K	Hold	218	–	–	﹤0.01%	307
2021 Q4	$12K	Buy	+218	New	+$11.8K	﹤0.01%	383

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 $137B AUM 18.02% 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

Beaird Harris Wealth Management's NVO Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 69 shares — an estimated $3.5K sold.

Beaird Harris Wealth Management first reported a position in NVO in Q4 2021 and held it in 12 quarters. The position peaked at $23K in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Beaird Harris Wealth Management reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Beaird Harris Wealth Management sold 69 Novo Nordisk shares in Q1 2026, an estimated $3.5K.
Beaird Harris Wealth Management first reported a position in Novo Nordisk in Q4 2021 and held it in 12 quarters.
Beaird Harris Wealth Management's Novo Nordisk position peaked at $23K in Q2 2024.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.