De Burlo Group’s Novo Nordisk NVO Stock Holding History

De Burlo Group’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	$592K	Sell	16,100 -358,560	-96%	-$17M	0.13%	65
2025 Q4	$19.1M	Sell	374,660 -106,500	-22%	-$5.45M	2.31%	16
2025 Q3	$26.7M	Buy	+481,160	New	+$28.2M	3.22%	15
2025 Q1	–	Sell	-4,955	Closed	-$426K	–	79
2024 Q4	$426K	Sell	4,955 -143,775	-97%	-$15.5M	0.06%	69
2024 Q3	$17.7M	Sell	148,730 -23,850	-14%	-$3.18M	2.18%	20
2024 Q2	$24.6M	Buy	172,580 +49,564	+40%	+$6.57M	3.31%	12
2024 Q1	$15.8M	Buy	+123,016	New	+$14.6M	2.1%	22
2022 Q4	–	Sell	-6	Closed	-$299	–	153
2022 Q3	$299	Sell	6 -471,702	-100%	-$25.3M	﹤0.01%	189
2022 Q2	$26.3M	Buy	+471,708	New	+$26.2M	7.49%	5

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

De Burlo Group's NVO Position: Q1 2026 in Review

De Burlo Group reduced its Novo Nordisk (NVO) stake by 96% in Q1 2026, selling an estimated $17M and leaving 16,100 shares worth $592K. The position accounts for 0.13% of the portfolio, ranked #65.

De Burlo Group first reported a position in NVO in Q2 2022 and has held it in 9 quarters since. The position peaked at $26.7M in Q3 2025. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

De Burlo Group held 16,100 shares of Novo Nordisk worth $592K as of Q1 2026.
De Burlo Group sold 358,560 Novo Nordisk shares in Q1 2026, an estimated $17M.
Novo Nordisk made up 0.13% of De Burlo Group's portfolio in Q1 2026, its #65 holding.
De Burlo Group first reported a position in Novo Nordisk in Q2 2022 and has held it in 9 quarters since.
De Burlo Group's Novo Nordisk position peaked at $26.7M in Q3 2025.
1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on De Burlo Group's 13F filing for Q1 2026, filed 14 May 2026.