Coppell Advisory Solutions’s Novo Nordisk NVO Stock Holding History

Coppell Advisory Solutions’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	–	Sell	-44,997	Closed	-$2.3M	–	244
2025 Q4	$2.3M	Buy	44,997 +8,530	+23%	+$436K	0.23%	93
2025 Q3	$2.02M	Buy	36,467 +7,812	+27%	+$457K	0.21%	102
2025 Q2	$1.96M	Buy	+28,655	New	+$1.95M	0.23%	88
2025 Q1	–	Sell	-28,048	Closed	-$2.4M	–	1347
2024 Q4	$2.4M	Buy	28,048 +6,732	+32%	+$728K	0.34%	61
2024 Q3	$2.57M	Buy	21,316 +1,895	+10%	+$253K	0.38%	61
2024 Q2	$2.77M	Buy	+19,421	New	+$2.57M	0.46%	44
2023 Q4	$2.27M	Buy	21,924 +10,112	+86%	+$1,000K	0.45%	46
2023 Q3	$1.6M	Sell	11,812 -9,380	-44%	-$826K	0.55%	46
2023 Q2	$1.66M	Buy	21,192 +2,470	+13%	+$202K	0.47%	48
2023 Q1	$1.48M	Sell	18,722 -4,902	-21%	-$348K	0.48%	52
2022 Q4	$1.6M	Buy	+23,624	New	+$1.39M	0.54%	45
2020 Q4	$468K	Buy	+13,414	New	+$464K	0.24%	101

Other funds holding NVO

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Coppell Advisory Solutions's NVO Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 44,997 shares — an estimated $2.3M sold.

Coppell Advisory Solutions first reported a position in NVO in Q4 2020 and held it in 12 quarters. The position peaked at $2.77M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Coppell Advisory Solutions reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 44,997 Novo Nordisk shares in Q1 2026, an estimated $2.3M.
Coppell Advisory Solutions first reported a position in Novo Nordisk in Q4 2020 and held it in 12 quarters.
Coppell Advisory Solutions's Novo Nordisk position peaked at $2.77M in Q2 2024.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.