DWM
NVO

Defined Wealth Management’s Novo Nordisk NVO Stock Holding History

Defined Wealth Management’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
-5,199
Closed -$265K – 111
2025
Q4 		$265K Sell
5,199
-797
-13% -$40.8K 0.15% 101
2025
Q3 		$333K Sell
5,996
-1,282
-18% -$75K 0.19% 89
2025
Q2 		$502K Buy
7,278
+785
+12% +$53.4K 0.31% 76
2025
Q1 		$451K Sell
6,493
-27
-0.4% -$2.23K 0.3% 77
2024
Q4 		$561K Sell
6,520
-16
-0.2% -$1.73K 0.37% 60
2024
Q3 		$778K Buy
6,536
+21
+0.3% +$2.8K 0.51% 50
2024
Q2 		$930K Buy
6,515
+66
+1% +$8.75K 0.65% 42
2024
Q1 		$828K Sell
6,449
-43
-0.7% -$5.12K 0.59% 45
2023
Q4 		$672K Buy
6,492
+106
+2% +$10.5K 0.51% 50
2023
Q3 		$581K Sell
6,386
-204
-3% -$18K 0.5% 54
2023
Q2 		$533K Buy
6,590
+10
+0.2% +$817 0.45% 57
2023
Q1 		$524K Hold
6,580
– – 0.49% 52
2022
Q4 		$445K Buy
6,580
+260
+4% +$15.2K 0.42% 66
2022
Q3 		$315K Buy
6,320
+70
+1% +$3.75K 0.34% 67
2022
Q2 		$348K Sell
6,250
-100
-2% -$5.55K 0.36% 67
2022
Q1 		$353K Hold
6,350
– – 0.31% 72
2021
Q4 		$356K Hold
6,350
– – 0.29% 71
2021
Q3 		$305K Hold
6,350
– – 0.27% 79
2021
Q2 		$266K Hold
6,350
– – 0.24% 83
2021
Q1 		$214K Hold
6,350
– – 0.2% 88
2020
Q4 		$222K Buy
+6,350
New +$219K 0.22% 82

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

Defined Wealth Management's NVO Position: Q1 2026 in Review

Defined Wealth Management sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 5,199 shares — an estimated $265K sold.

Defined Wealth Management first reported a position in NVO in Q4 2020 and held it in 21 quarters. The position peaked at $930K in Q2 2024. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Defined Wealth Management reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Defined Wealth Management sold 5,199 Novo Nordisk shares in Q1 2026, an estimated $265K.
  • Defined Wealth Management first reported a position in Novo Nordisk in Q4 2020 and held it in 21 quarters.
  • Defined Wealth Management's Novo Nordisk position peaked at $930K in Q2 2024.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.