CIS
NVO

Custom Index Systems’s Novo Nordisk NVO Stock Holding History

Custom Index Systems’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
-5,506
Closed -$280K – 287
2025
Q4 		$280K Sell
5,506
-443
-7% -$22.7K 0.12% 204
2025
Q3 		$330K Sell
5,949
-332
-5% -$19.4K 0.1% 207
2025
Q2 		$434K Sell
6,281
-2,030
-24% -$138K 0.21% 156
2025
Q1 		$577K Buy
8,311
+5,776
+228% +$477K 0.29% 95
2024
Q4 		$218K Sell
2,535
-52
-2% -$5.62K 0.12% 225
2024
Q3 		$308K Buy
2,587
+68
+3% +$9.07K 0.17% 188
2024
Q2 		$360K Sell
2,519
-1,231
-33% -$163K 0.21% 147
2024
Q1 		$482K Sell
3,750
-763
-17% -$90.8K 0.27% 98
2023
Q4 		$467K Buy
+4,513
New +$446K 0.29% 86

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

Custom Index Systems's NVO Position: Q1 2026 in Review

Custom Index Systems sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 5,506 shares — an estimated $280K sold.

Custom Index Systems first reported a position in NVO in Q4 2023 and held it in 9 quarters. The position peaked at $577K in Q1 2025. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Custom Index Systems reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Custom Index Systems sold 5,506 Novo Nordisk shares in Q1 2026, an estimated $280K.
  • Custom Index Systems first reported a position in Novo Nordisk in Q4 2023 and held it in 9 quarters.
  • Custom Index Systems's Novo Nordisk position peaked at $577K in Q1 2025.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.