BNC Wealth Management’s Novo Nordisk NVO Stock Holding History

BNC 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	-5,058	Closed	-$257K	–	117
2025 Q4	$257K	Hold	5,058	–	–	0.07%	87
2025 Q3	$281K	Sell	5,058 -1,748	-26%	-$102K	0.07%	81
2025 Q2	$470K	Hold	6,806	–	–	0.14%	63
2025 Q1	$473K	Hold	6,806	–	–	0.17%	66
2024 Q4	$585K	Sell	6,806 -149	-2%	-$16.1K	0.19%	64
2024 Q3	$828K	Hold	6,955	–	–	0.31%	53
2024 Q2	$993K	Buy	6,955 +37	+0.5%	+$4.9K	0.37%	52
2024 Q1	$888K	Hold	6,918	–	–	0.38%	51
2023 Q4	$716K	Hold	6,918	–	–	0.34%	58
2023 Q3	$629K	Hold	6,918	–	–	0.34%	61
2023 Q2	$560K	Hold	6,918	–	–	0.3%	63
2023 Q1	$550K	Hold	6,918	–	–	0.31%	65
2022 Q4	$468K	Hold	6,918	–	–	0.28%	70
2022 Q3	$345K	Hold	6,918	–	–	0.21%	80
2022 Q2	$385K	Hold	6,918	–	–	0.2%	82
2022 Q1	$384K	Buy	6,918 +108	+2%	+$5.54K	0.19%	79
2021 Q4	$381K	Hold	6,810	–	–	0.18%	79
2021 Q3	$327K	Hold	6,810	–	–	0.19%	70
2021 Q2	$285K	Hold	6,810	–	–	0.17%	72
2021 Q1	$230K	Hold	6,810	–	–	0.16%	75
2020 Q4	$238K	Hold	6,810	–	–	0.15%	84
2020 Q3	$236K	Buy	+6,810	New	+$227K	0.17%	75

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

BNC Wealth Management's NVO Position: Q1 2026 in Review

BNC Wealth Management sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 5,058 shares — an estimated $257K sold.

BNC Wealth Management first reported a position in NVO in Q3 2020 and held it in 22 quarters. The position peaked at $993K in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

BNC Wealth Management reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
BNC Wealth Management sold 5,058 Novo Nordisk shares in Q1 2026, an estimated $257K.
BNC Wealth Management first reported a position in Novo Nordisk in Q3 2020 and held it in 22 quarters.
BNC Wealth Management's Novo Nordisk position peaked at $993K in Q2 2024.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on BNC Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.