CA
NVO

Centerpoint Advisors’s Novo Nordisk NVO Stock Holding History

Centerpoint Advisors’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 		$13K Buy
350
+100
+40% +$4.74K ﹤0.01% 299
2025
Q4 		$13K Sell
250
-2,175
-90% -$111K ﹤0.01% 305
2025
Q3 		$135K Buy
2,425
+65
+3% +$3.81K 0.04% 110
2025
Q2 		$163K Hold
2,360
– – 0.06% 93
2025
Q1 		$164K Sell
2,360
-250
-10% -$20.6K 0.06% 91
2024
Q4 		$225K Buy
2,610
+35
+1% +$3.79K 0.08% 84
2024
Q3 		$307K Sell
2,575
-20
-0.8% -$2.67K 0.11% 72
2024
Q2 		$370K Buy
2,595
+290
+13% +$38.4K 0.13% 60
2024
Q1 		$296K Buy
2,305
+2,000
+656% +$238K 0.11% 69
2023
Q4 		$32K Hold
305
– – 0.01% 185
2023
Q3 		$28K Buy
+305
New +$26.9K 0.01% 195

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

Centerpoint Advisors's NVO Position: Q1 2026 in Review

Centerpoint Advisors increased its Novo Nordisk (NVO) stake by 40% in Q1 2026, buying an estimated $4.74K and bringing the position to 350 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Centerpoint Advisors first reported a position in NVO in Q3 2023 and has held it in 11 quarters since. The position peaked at $370K in Q2 2024. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Centerpoint Advisors held 350 shares of Novo Nordisk worth $13K as of Q1 2026.
  • Centerpoint Advisors bought 100 Novo Nordisk shares in Q1 2026, an estimated $4.74K.
  • Novo Nordisk made up ﹤0.01% of Centerpoint Advisors's portfolio in Q1 2026, its #299 holding.
  • Centerpoint Advisors first reported a position in Novo Nordisk in Q3 2023 and has held it in 11 quarters since.
  • Centerpoint Advisors's Novo Nordisk position peaked at $370K in Q2 2024.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.