Corient Private Wealth
NVO

Corient Private Wealth’s Novo Nordisk NVO Stock Holding History

Corient 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 		$23.6M Sell
672,999
-742,434
-52% -$35.2M 0.03% 367
2025
Q4 		$72M Buy
1,415,433
+687,353
+94% +$35.1M 0.05% 302
2025
Q3 		$40.4M Sell
728,080
-323,325
-31% -$18.9M 0.06% 265
2025
Q2 		$72.6M Sell
1,051,405
-73,013
-6% -$4.97M 0.1% 187
2025
Q1 		$78.1M Sell
1,124,418
-152,292
-12% -$12.6M 0.13% 167
2024
Q4 		$107M Sell
1,276,710
-120,864
-9% -$13.1M 0.18% 123
2024
Q3 		$166M Buy
1,397,574
+7,983
+0.6% +$1.06M 0.26% 87
2024
Q2 		$198M Buy
1,389,591
+88,599
+7% +$11.7M 0.35% 59
2024
Q1 		$167M Buy
1,300,992
+52,777
+4% +$6.28M 0.3% 75
2023
Q4 		$129M Buy
1,248,215
+411,907
+49% +$40.7M 0.24% 97
2023
Q3 		$76.1M Buy
836,308
+24,896
+3% +$2.19M 0.17% 132
2023
Q2 		$65.7M Buy
811,412
+178,682
+28% +$14.6M 0.15% 151
2023
Q1 		$50.3M Buy
632,730
+494,890
+359% +$35.1M 0.14% 158
2022
Q4 		$9.33M Buy
+137,840
New +$8.08M 0.03% 378

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

Corient Private Wealth's NVO Position: Q1 2026 in Review

Corient Private Wealth reduced its Novo Nordisk (NVO) stake by 52% in Q1 2026, selling an estimated $35.2M and leaving 672,999 shares worth $23.6M. The position accounts for 0.03% of the portfolio, ranked #367.

Corient Private Wealth first reported a position in NVO in Q4 2022 and has held it in 14 quarters since. The position peaked at $198M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Corient Private Wealth held 672,999 shares of Novo Nordisk worth $23.6M as of Q1 2026.
  • Corient Private Wealth sold 742,434 Novo Nordisk shares in Q1 2026, an estimated $35.2M.
  • Novo Nordisk made up 0.03% of Corient Private Wealth's portfolio in Q1 2026, its #367 holding.
  • Corient Private Wealth first reported a position in Novo Nordisk in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Novo Nordisk position peaked at $198M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.