BAM
NVO

Belpointe Asset Management’s Novo Nordisk NVO Stock Holding History

Belpointe Asset 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
-21,951
Closed -$1.12M – 1155
2025
Q4 		$1.12M Buy
21,951
+3,761
+21% +$192K 0.04% 386
2025
Q3 		$1.01M Buy
18,190
+4,573
+34% +$268K 0.04% 400
2025
Q2 		$940K Buy
13,617
+3,028
+29% +$206K 0.04% 376
2025
Q1 		$735K Buy
10,589
+5,193
+96% +$429K 0.04% 425
2024
Q4 		$751K Sell
5,396
-5,938
-52% -$642K 0.05% 399
2024
Q3 		$1.35M Buy
11,334
+8,249
+267% +$1.1M 0.08% 244
2024
Q2 		$440K Buy
3,085
+119
+4% +$15.8K 0.03% 485
2024
Q1 		$381K Buy
2,966
+702
+31% +$83.6K 0.03% 513
2023
Q4 		$234K Buy
2,264
+32
+1% +$3.17K 0.02% 616
2023
Q3 		$203K Sell
2,232
-1,234
-36% -$109K 0.02% 600
2023
Q2 		$280K Sell
3,466
-4,116
-54% -$336K 0.03% 477
2023
Q1 		$603K Buy
7,582
+1,270
+20% +$90.1K 0.03% 485
2022
Q4 		$427K Sell
6,312
-58
-0.9% -$3.4K 0.03% 608
2022
Q3 		$318K Buy
6,370
+3,212
+102% +$172K 0.02% 667
2022
Q2 		$176K Buy
3,158
+840
+36% +$46.6K 0.01% 877
2022
Q1 		$129K Buy
+2,318
New +$119K 0.01% 1100
2021
Q3 		– Sell
-2,640
Closed -$111K – 1230
2021
Q2 		$111K Buy
+2,640
New +$102K 0.01% 1085

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

Belpointe Asset Management's NVO Position: Q1 2026 in Review

Belpointe Asset Management sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 21,951 shares — an estimated $1.12M sold.

Belpointe Asset Management first reported a position in NVO in Q2 2021 and held it in 17 quarters. The position peaked at $1.35M in Q3 2024. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Belpointe Asset Management reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 21,951 Novo Nordisk shares in Q1 2026, an estimated $1.12M.
  • Belpointe Asset Management first reported a position in Novo Nordisk in Q2 2021 and held it in 17 quarters.
  • Belpointe Asset Management's Novo Nordisk position peaked at $1.35M in Q3 2024.
  • 1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.