BWL
NVO

Bogart Wealth LLC’s Novo Nordisk NVO Stock Holding History

Bogart Wealth LLC’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 		$184K Sell
5,000
-7,500
-60% -$355K 0.01% 269
2025
Q4 		$1.2M Buy
+12,500
New +$639K 0.05% 125

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

Bogart Wealth LLC's NVO Position: Q1 2026 in Review

Bogart Wealth LLC held its Novo Nordisk (NVO) position steady in Q1 2026 at 841 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Bogart Wealth LLC first reported a position in NVO in Q1 2021 and has held it in 21 quarters since. The position peaked at $175K in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Bogart Wealth LLC held 841 shares of Novo Nordisk worth $30.9K as of Q1 2026.
  • Bogart Wealth LLC left its Novo Nordisk share count unchanged in Q1 2026.
  • Novo Nordisk made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #613 holding.
  • Bogart Wealth LLC first reported a position in Novo Nordisk in Q1 2021 and has held it in 21 quarters since.
  • Bogart Wealth LLC's Novo Nordisk position peaked at $175K in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.