CWP
NVO

Cyndeo Wealth Partners’s Novo Nordisk NVO Stock Holding History

Cyndeo Wealth Partners’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
-5,847
Closed -$297K – 510
2025
Q4 		$297K Buy
5,847
+2,103
+56% +$108K 0.02% 404
2025
Q3 		$208K Buy
3,744
+88
+2% +$5.15K 0.01% 456
2025
Q2 		$252K Sell
3,656
-143
-4% -$9.73K 0.02% 418
2025
Q1 		$264K Buy
3,799
+109
+3% +$9K 0.02% 390
2024
Q4 		$317K Buy
3,690
+19
+0.5% +$2.06K 0.02% 360
2024
Q3 		$437K Buy
3,671
+418
+13% +$55.7K 0.03% 316
2024
Q2 		$464K Sell
3,253
-452
-12% -$59.9K 0.04% 290
2024
Q1 		$476K Buy
3,705
+19
+0.5% +$2.26K 0.04% 266
2023
Q4 		$381K Buy
3,686
+21
+0.6% +$2.08K 0.04% 282
2023
Q3 		$333K Buy
3,665
+69
+2% +$6.08K 0.03% 260
2023
Q2 		$291K Sell
3,596
-46
-1% -$3.76K 0.03% 274
2023
Q1 		$290K Hold
3,642
– – 0.03% 269
2022
Q4 		$246K Buy
+3,642
New +$214K 0.03% 274

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

Cyndeo Wealth Partners's NVO Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 5,847 shares — an estimated $297K sold.

Cyndeo Wealth Partners first reported a position in NVO in Q4 2022 and held it in 13 quarters. The position peaked at $476K in Q1 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Cyndeo Wealth Partners reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 5,847 Novo Nordisk shares in Q1 2026, an estimated $297K.
  • Cyndeo Wealth Partners first reported a position in Novo Nordisk in Q4 2022 and held it in 13 quarters.
  • Cyndeo Wealth Partners's Novo Nordisk position peaked at $476K in Q1 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.