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
2025
Q3 		– Sell
-100
Closed -$30 – 3981
2025
Q2 		$30 Buy
+100
New +$6.8K ﹤0.01% 3677

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. 1,272 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.
  • 1,272 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.