Costello Asset Management’s Novo Nordisk NVO Stock Holding History

Costello Asset Management’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	$22.1K	Buy	600 +97	+19%	+$4.6K	0.01%	368
2025 Q4	$25.6K	Sell	503 -418	-45%	-$21.4K	0.01%	343
2025 Q3	$51.1K	Sell	921 -185	-17%	-$10.8K	0.02%	236
2025 Q2	$76.3K	Sell	1,106 -512	-32%	-$34.8K	0.03%	185
2025 Q1	$112K	Sell	1,618 -14,886	-90%	-$1.23M	0.05%	141
2024 Q4	$1.42M	Sell	16,504 -13,176	-44%	-$1.42M	0.94%	40
2024 Q3	$3.53M	Buy	29,680 +3,796	+15%	+$506K	2.36%	14
2024 Q2	$3.69M	Buy	25,884 +13,344	+106%	+$1.77M	2.75%	12
2024 Q1	$1.61M	Buy	+12,540	New	+$1.49M	1.15%	26

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

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

Costello Asset Management increased its Novo Nordisk (NVO) stake by 19% in Q1 2026, buying an estimated $4.6K and bringing the position to 600 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #368.

Costello Asset Management first reported a position in NVO in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.69M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Costello Asset Management held 600 shares of Novo Nordisk worth $22.1K as of Q1 2026.
Costello Asset Management bought 97 Novo Nordisk shares in Q1 2026, an estimated $4.6K.
Novo Nordisk made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #368 holding.
Costello Asset Management first reported a position in Novo Nordisk in Q1 2024 and has held it in 9 quarters since.
Costello Asset Management's Novo Nordisk position peaked at $3.69M in Q2 2024.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.