Close Asset Management’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$21K Hold
570
﹤0.01% 204
2025
Q4
$29K Sell
570
-583
-51% -$29.8K ﹤0.01% 198
2025
Q3
$64K Hold
1,153
﹤0.01% 161
2025
Q2
$80K Sell
1,153
-783
-40% -$53.3K ﹤0.01% 154
2025
Q1
$134K Buy
1,936
+1,166
+151% +$96.3K ﹤0.01% 132
2024
Q4
$66K Hold
770
﹤0.01% 146
2024
Q3
$92K Hold
770
﹤0.01% 143
2024
Q2
$110K Sell
770
-1,060
-58% -$140K ﹤0.01% 136
2024
Q1
$235K Sell
1,830
-30
-2% -$3.57K 0.01% 115
2023
Q4
$192K Sell
1,860
-60
-3% -$5.93K 0.01% 118
2023
Q3
$175K Sell
1,920
-40
-2% -$3.52K 0.01% 112
2023
Q2
$159K Sell
1,960
-160
-8% -$13.1K 0.01% 118
2023
Q1
$169K Sell
2,120
-440
-17% -$31.2K 0.01% 104
2022
Q4
$173K Sell
2,560
-700
-21% -$41K 0.01% 91
2022
Q3
$162K Hold
3,260
0.01% 90
2022
Q2
$181K Sell
3,260
-540
-14% -$30K 0.01% 97
2022
Q1
$213K Hold
3,800
0.01% 89
2021
Q4
$213K Hold
3,800
0.01% 89
2021
Q3
$182K Sell
3,800
-210
-5% -$10.2K 0.01% 90
2021
Q2
$168K Hold
4,010
0.01% 99
2021
Q1
$135K Hold
4,010
0.01% 108
2020
Q4
$140K Hold
4,010
0.01% 84
2020
Q3
$139K Hold
4,010
0.01% 82
2020
Q2
$131K Hold
4,010
0.01% 85
2020
Q1
$121K Hold
4,010
0.01% 88
2019
Q4
$116K Buy
4,010
+600
+18% +$16.6K 0.01% 96
2019
Q3
$88K Buy
3,410
+1,160
+52% +$29.3K 0.01% 104
2019
Q2
$57K Hold
2,250
﹤0.01% 117
2019
Q1
$59K Buy
2,250
+1,850
+463% +$45.5K 0.01% 125
2018
Q4
$8K Sell
400
-1,850
-82% -$41.1K ﹤0.01% 165
2018
Q3
$53K Hold
2,250
﹤0.01% 128
2018
Q2
$54K Hold
2,250
﹤0.01% 124
2018
Q1
$54K Hold
2,250
﹤0.01% 128
2017
Q4
$60K Hold
2,250
0.01% 119
2017
Q3
$54K Hold
2,250
0.01% 122
2017
Q2
$48K Hold
2,250
0.01% 131
2017
Q1
$39K Buy
2,250
+1,500
+200% +$26.1K ﹤0.01% 133
2016
Q4
$13K Buy
+750
New +$13.6K ﹤0.01% 124

Other funds holding NVO

Close Asset Management's NVO Position: Q1 2026 in Review

Close Asset Management held its Novo Nordisk (NVO) position steady in Q1 2026 at 570 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Close Asset Management first reported a position in NVO in Q4 2016 and has held it in 38 quarters since. The position peaked at $235K in Q1 2024. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Close Asset Management held 570 shares of Novo Nordisk worth $21K as of Q1 2026.
  • Close Asset Management left its Novo Nordisk share count unchanged in Q1 2026.
  • Novo Nordisk made up ﹤0.01% of Close Asset Management's portfolio in Q1 2026, its #204 holding.
  • Close Asset Management first reported a position in Novo Nordisk in Q4 2016 and has held it in 38 quarters since.
  • Close Asset Management's Novo Nordisk position peaked at $235K in Q1 2024.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Close Asset Management's 13F filing for Q1 2026, filed 12 May 2026.