Carson Wealth (CWM LLC)
NVO

Carson Wealth (CWM LLC)’s Novo Nordisk NVO Stock Holding History

Carson Wealth (CWM 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 		$8.03M Buy
218,589
+80,863
+59% +$3.83M 0.02% 632
2025
Q4 		$7.01M Sell
137,726
-8,067
-6% -$413K 0.02% 647
2025
Q3 		$8.09M Buy
145,793
+37,795
+35% +$2.21M 0.02% 542
2025
Q2 		$7.45M Buy
107,998
+29,246
+37% +$1.99M 0.03% 478
2025
Q1 		$5.47M Sell
78,752
-15,842
-17% -$1.31M 0.02% 504
2024
Q4 		$8.14M Sell
94,594
-1,010
-1% -$109K 0.03% 362
2024
Q3 		$11.4M Sell
95,604
-1,843
-2% -$246K 0.05% 288
2024
Q2 		$13.9M Sell
97,447
-8,880
-8% -$1.18M 0.07% 246
2024
Q1 		$13.7M Buy
106,327
+493
+0.5% +$58.7K 0.07% 244
2023
Q4 		$10.9M Sell
105,834
-4,352
-4% -$430K 0.06% 259
2023
Q3 		$10M Sell
110,186
-27,448
-20% -$2.42M 0.06% 240
2023
Q2 		$11.1M Sell
137,634
-23,834
-15% -$1.95M 0.07% 219
2023
Q1 		$12.8M Sell
161,468
-17,036
-10% -$1.21M 0.09% 192
2022
Q4 		$12.1M Sell
178,504
-12,980
-7% -$761K 0.09% 180
2022
Q3 		$9.54M Sell
191,484
-2,720
-1% -$146K 0.08% 202
2022
Q2 		$10.8M Sell
194,204
-2,968
-2% -$165K 0.08% 186
2022
Q1 		$10.9M Buy
197,172
+748
+0.4% +$38.4K 0.08% 196
2021
Q4 		$11M Buy
+196,424
New +$10.6M 0.08% 203
2021
Q2 		$8.94M Hold
213,482
– – 0.07% 209
2021
Q1 		$8.94M Hold
213,482
– – 0.07% 209
2020
Q4 		$8.94M Hold
213,482
– – 0.07% 209
2020
Q3 		$8.94M Hold
213,482
– – 0.07% 209
2020
Q2 		$8.94M Hold
213,482
– – 0.07% 209
2020
Q1 		$8.94M Hold
213,482
– – 0.07% 209
2019
Q4 		$8.94M Hold
213,482
– – 0.07% 209
2019
Q3 		$8.94M Hold
213,482
– – 0.07% 209
2019
Q2 		$8.94M Hold
213,482
– – 0.07% 209
2019
Q1 		$8.94M Buy
213,482
+210,702
+7,579% +$5.18M 0.07% 209
2018
Q4 		$64K Buy
2,780
+2,036
+274% +$45.2K ﹤0.01% 824
2018
Q3 		$18K Sell
744
-94
-11% -$2.29K ﹤0.01% 977
2018
Q2 		$19K Buy
838
+136
+19% +$3.23K ﹤0.01% 847
2018
Q1 		$17K Buy
702
+268
+62% +$7.04K ﹤0.01% 735
2017
Q4 		$12K Sell
434
-522
-55% -$13.3K ﹤0.01% 840
2017
Q3 		$23K Buy
+956
New +$21.6K ﹤0.01% 678
2017
Q1 		– Sell
-402
Closed -$7K – 1266
2016
Q4 		$7K Buy
+402
New +$7.29K ﹤0.01% 796
2016
Q1 		– Sell
-46
Closed -$1K – 793
2015
Q4 		$1K Buy
+46
New +$1.27K ﹤0.01% 650
2014
Q1 		– Sell
-1,430
Closed -$26K – 380
2013
Q4 		$26K Hold
1,430
– – ﹤0.01% 341
2013
Q3 		$24K Buy
+1,430
New +$24.1K 0.01% 248

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $147M AUM 25.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $4.64B AUM 35.47% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NVO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Novo Nordisk (NVO) stake by 59% in Q1 2026, buying an estimated $3.83M and bringing the position to 218,589 shares worth $8.03M. The position accounts for 0.02% of the portfolio, ranked #632.

Carson Wealth (CWM LLC) first reported a position in NVO in Q3 2013 and has held it in 38 quarters since. The position peaked at $13.9M in Q2 2024. 1,276 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 218,589 shares of Novo Nordisk worth $8.03M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 80,863 Novo Nordisk shares in Q1 2026, an estimated $3.83M.
  • Novo Nordisk made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #632 holding.
  • Carson Wealth (CWM LLC) first reported a position in Novo Nordisk in Q3 2013 and has held it in 38 quarters since.
  • Carson Wealth (CWM LLC)'s Novo Nordisk position peaked at $13.9M in Q2 2024.
  • 1,276 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.