Creative Planning
NVO

Creative Planning’s Novo Nordisk NVO Stock Holding History

Creative Planning’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 		$16.6M Buy
451,021
+57,708
+15% +$2.73M 0.01% 504
2025
Q4 		$20M Buy
393,313
+20,671
+6% +$1.06M 0.01% 381
2025
Q3 		$20.7M Buy
372,642
+511
+0.1% +$29.9K 0.02% 353
2025
Q2 		$25.7M Buy
372,131
+71,786
+24% +$4.88M 0.02% 287
2025
Q1 		$20.9M Sell
300,345
-8,277
-3% -$684K 0.02% 315
2024
Q4 		$26.5M Buy
308,622
+13,823
+5% +$1.49M 0.03% 239
2024
Q3 		$35.1M Buy
294,799
+13,203
+5% +$1.76M 0.03% 192
2024
Q2 		$40.2M Buy
281,596
+22,848
+9% +$3.03M 0.04% 165
2024
Q1 		$33.2M Buy
258,748
+41,425
+19% +$4.93M 0.04% 181
2023
Q4 		$22.5M Buy
217,323
+27,776
+15% +$2.75M 0.04% 225
2023
Q3 		$17.2M Buy
189,547
+13,787
+8% +$1.21M 0.02% 258
2023
Q2 		$14.2M Buy
175,760
+18,620
+12% +$1.52M 0.02% 283
2023
Q1 		$12.5M Buy
157,140
+7,412
+5% +$526K 0.02% 299
2022
Q4 		$10.1M Buy
149,728
+5,174
+4% +$303K 0.02% 336
2022
Q3 		$7.2M Buy
144,554
+10,970
+8% +$588K 0.01% 364
2022
Q2 		$7.44M Buy
133,584
+19,626
+17% +$1.09M 0.01% 373
2022
Q1 		$6.33M Buy
113,958
+2,518
+2% +$129K 0.01% 404
2021
Q4 		$6.24M Sell
111,440
-6,670
-6% -$361K 0.01% 372
2021
Q3 		$5.67M Sell
118,110
-11,698
-9% -$566K 0.01% 388
2021
Q2 		$5.44M Sell
129,808
-53,478
-29% -$2.07M 0.01% 389
2021
Q1 		$6.18M Sell
183,286
-43,984
-19% -$1.57M 0.01% 363
2020
Q4 		$7.94M Buy
227,270
+171,386
+307% +$5.92M 0.02% 299
2020
Q3 		$1.94M Buy
55,884
+9,546
+21% +$318K 0.01% 574
2020
Q2 		$1.52M Sell
46,338
-16,880
-27% -$539K ﹤0.01% 594
2020
Q1 		$1.9M Sell
63,218
-204
-0.3% -$6.07K 0.01% 449
2019
Q4 		$1.83M Sell
63,422
-6,320
-9% -$175K 0.01% 545
2019
Q3 		$1.8M Sell
69,742
-1,016
-1% -$25.7K 0.01% 523
2019
Q2 		$1.81M Buy
70,758
+17,480
+33% +$432K 0.01% 532
2019
Q1 		$1.39M Sell
53,278
-19,678
-27% -$484K 0.01% 602
2018
Q4 		$1.68M Sell
72,956
-7,390
-9% -$164K 0.01% 464
2018
Q3 		$1.89M Sell
80,346
-1,814
-2% -$44.3K 0.01% 495
2018
Q2 		$1.9M Buy
82,160
+4,904
+6% +$117K 0.01% 485
2018
Q1 		$1.9M Sell
77,256
-13,502
-15% -$354K 0.01% 478
2017
Q4 		$2.44M Buy
90,758
+9,374
+12% +$238K 0.01% 416
2017
Q3 		$1.96M Buy
81,384
+3,764
+5% +$85.1K 0.01% 469
2017
Q2 		$1.67M Sell
77,620
-3,624
-4% -$73.1K 0.01% 495
2017
Q1 		$1.39M Buy
81,244
+31,492
+63% +$548K 0.01% 550
2016
Q4 		$892K Buy
49,752
+1,564
+3% +$28.4K 0.01% 671
2016
Q3 		$1M Sell
48,188
-1,412
-3% -$35K 0.01% 588
2016
Q2 		$1.33M Sell
49,600
-628
-1% -$17.2K 0.01% 440
2016
Q1 		$1.36M Buy
50,228
+2,188
+5% +$58.6K 0.01% 409
2015
Q4 		$1.4M Buy
48,040
+2,914
+6% +$80.7K 0.01% 407
2015
Q3 		$1.22M Buy
45,126
+264
+0.6% +$7.47K 0.01% 428
2015
Q2 		$1.23M Buy
44,862
+4,374
+11% +$123K 0.01% 415
2015
Q1 		$1.08M Sell
40,488
-1,478
-4% -$34K 0.01% 434
2014
Q4 		$888K Buy
41,966
+5,798
+16% +$130K 0.01% 493
2014
Q3 		$861K Buy
36,168
+5,930
+20% +$136K 0.01% 449
2014
Q2 		$698K Sell
30,238
-8,092
-21% -$179K 0.01% 515
2014
Q1 		$875K Sell
38,330
-4,560
-11% -$97.2K 0.01% 414
2013
Q4 		$793K Buy
42,890
+11,360
+36% +$198K 0.01% 367
2013
Q3 		$534K Sell
31,530
-420
-1% -$7.06K 0.01% 428
2013
Q2 		$495K Buy
+31,950
New +$532K 0.01% 405

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

Creative Planning's NVO Position: Q1 2026 in Review

Creative Planning increased its Novo Nordisk (NVO) stake by 15% in Q1 2026, buying an estimated $2.73M and bringing the position to 451,021 shares worth $16.6M. The position accounts for 0.01% of the portfolio, ranked #504.

Creative Planning first reported a position in NVO in Q2 2013 and has held it in 52 quarters since. The position peaked at $40.2M in Q2 2024. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Creative Planning held 451,021 shares of Novo Nordisk worth $16.6M as of Q1 2026.
  • Creative Planning bought 57,708 Novo Nordisk shares in Q1 2026, an estimated $2.73M.
  • Novo Nordisk made up 0.01% of Creative Planning's portfolio in Q1 2026, its #504 holding.
  • Creative Planning first reported a position in Novo Nordisk in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Novo Nordisk position peaked at $40.2M in Q2 2024.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.