BFPW
NVO

BOK Financial Private Wealth’s Novo Nordisk NVO Stock Holding History

BOK Financial Private Wealth’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 		$99.3K Buy
2,616
+116
+5% +$5.5K 0.01% 216
2025
Q4 		$127K Hold
2,500
– – 0.01% 205
2025
Q3 		$139K Sell
2,500
-2,190
-47% -$128K 0.01% 188
2025
Q2 		$324K Sell
4,690
-2,810
-37% -$191K 0.02% 145
2025
Q1 		$529K Sell
7,500
-4,547
-38% -$376K 0.04% 121
2024
Q4 		$1.04M Buy
12,047
+32
+0.3% +$3.46K 0.08% 96
2024
Q3 		$1.43M Buy
12,015
+2,015
+20% +$269K 0.1% 87
2024
Q2 		$1.43M Hold
10,000
– – 0.1% 89
2024
Q1 		$1.29M Hold
10,000
– – 0.1% 91
2023
Q4 		$1.03M Hold
10,000
– – 0.08% 94
2023
Q3 		$909K Hold
10,000
– – 0.08% 95
2023
Q2 		$809K Sell
10,000
-54
-0.5% -$4.41K 0.07% 105
2023
Q1 		$806K Buy
10,054
+54
+0.5% +$3.83K 0.06% 109
2022
Q4 		$677K Sell
10,000
-5,000
-33% -$293K 0.06% 115
2022
Q3 		$747K Hold
15,000
– – 0.07% 112
2022
Q2 		$836K Sell
15,000
-5,280
-26% -$293K 0.07% 113
2022
Q1 		$1.13M Buy
20,280
+238
+1% +$12.2K 0.08% 127
2021
Q4 		$1.12M Buy
20,042
+10,312
+106% +$559K 0.08% 126
2021
Q3 		$467K Buy
9,730
+68
+0.7% +$3.29K 0.04% 152
2021
Q2 		$405K Sell
9,662
-12
-0.1% -$465 0.03% 150
2021
Q1 		$326K Buy
9,674
+426
+5% +$15.2K 0.03% 151
2020
Q4 		$323K Buy
9,248
+798
+9% +$27.6K 0.03% 147
2020
Q3 		$293K Buy
8,450
+484
+6% +$16.1K 0.03% 141
2020
Q2 		$261K Sell
7,966
-304
-4% -$9.7K 0.03% 146
2020
Q1 		$249K Sell
8,270
-1,172
-12% -$34.9K 0.03% 155
2019
Q4 		$273K Buy
+9,442
New +$261K 0.02% 163

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

BOK Financial Private Wealth's NVO Position: Q1 2026 in Review

BOK Financial Private Wealth increased its Novo Nordisk (NVO) stake by 4.6% in Q1 2026, buying an estimated $5.5K and bringing the position to 2,616 shares worth $99.3K. The position accounts for 0.01% of the portfolio, ranked #216.

BOK Financial Private Wealth first reported a position in NVO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.43M in Q3 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • BOK Financial Private Wealth held 2,616 shares of Novo Nordisk worth $99.3K as of Q1 2026.
  • BOK Financial Private Wealth bought 116 Novo Nordisk shares in Q1 2026, an estimated $5.5K.
  • Novo Nordisk made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #216 holding.
  • BOK Financial Private Wealth first reported a position in Novo Nordisk in Q4 2019 and has held it in 26 quarters since.
  • BOK Financial Private Wealth's Novo Nordisk position peaked at $1.43M in Q3 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.