DWM
NVO

Destination Wealth Management’s Novo Nordisk NVO Stock Holding History

Destination 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 		$1.51M Buy
41,068
+885
+2% +$41.9K 0.04% 142
2025
Q4 		$2.04M Sell
40,183
-1,657
-4% -$84.7K 0.05% 129
2025
Q3 		$2.32M Sell
41,840
-3,210
-7% -$188K 0.06% 112
2025
Q2 		$3.11M Sell
45,050
-199,554
-82% -$13.6M 0.09% 107
2025
Q1 		$17M Buy
244,604
+48,461
+25% +$4M 0.54% 64
2024
Q4 		$16.9M Buy
196,143
+37,245
+23% +$4.03M 0.53% 65
2024
Q3 		$18.9M Buy
158,898
+8,780
+6% +$1.17M 0.59% 62
2024
Q2 		$21.4M Buy
150,118
+146,642
+4,219% +$19.4M 0.71% 54
2024
Q1 		$446K Buy
3,476
+132
+4% +$15.7K 0.01% 151
2023
Q4 		$346K Sell
3,344
-310
-8% -$30.7K 0.01% 163
2023
Q3 		$332K Buy
+3,654
New +$322K 0.01% 159
2019
Q3 		– Sell
-2,958
Closed -$75K – 383
2019
Q2 		$75K Buy
2,958
+2,200
+290% +$54.4K ﹤0.01% 221
2019
Q1 		$20K Hold
758
– – ﹤0.01% 383
2018
Q4 		$17K Hold
758
– – ﹤0.01% 368
2018
Q3 		$18K Sell
758
-108
-12% -$2.64K ﹤0.01% 412
2018
Q2 		$20K Sell
866
-384
-31% -$9.13K ﹤0.01% 347
2018
Q1 		$31K Buy
+1,250
New +$32.8K ﹤0.01% 299
2017
Q3 		– Sell
-299,386
Closed -$6.42M – 154
2017
Q2 		$6.42M Buy
299,386
+7,230
+2% +$146K 0.43% 51
2017
Q1 		$5.01M Buy
292,156
+19,314
+7% +$336K 0.34% 52
2016
Q4 		$4.89M Buy
272,842
+10,650
+4% +$193K 0.36% 52
2016
Q3 		$5.45M Buy
262,192
+18,788
+8% +$466K 0.42% 45
2016
Q2 		$6.54M Sell
243,404
-10,252
-4% -$281K 0.54% 40
2016
Q1 		$7.37M Hold
253,656
– – 0.71% 47
2015
Q4 		$7.37M Buy
253,656
+1,102
+0.4% +$30.5K 0.71% 47
2015
Q3 		$6.85M Sell
252,554
-38,606
-13% -$1.09M 0.76% 47
2015
Q2 		$7.97M Buy
291,160
+24,426
+9% +$687K 0.53% 51
2015
Q1 		$7.12M Buy
+266,734
New +$6.14M 0.77% 39

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

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

Destination Wealth Management increased its Novo Nordisk (NVO) stake by 2.2% in Q1 2026, buying an estimated $41.9K and bringing the position to 41,068 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #142.

Destination Wealth Management first reported a position in NVO in Q1 2015 and has held it in 27 quarters since. The position peaked at $21.4M in Q2 2024. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Destination Wealth Management held 41,068 shares of Novo Nordisk worth $1.51M as of Q1 2026.
  • Destination Wealth Management bought 885 Novo Nordisk shares in Q1 2026, an estimated $41.9K.
  • Novo Nordisk made up 0.04% of Destination Wealth Management's portfolio in Q1 2026, its #142 holding.
  • Destination Wealth Management first reported a position in Novo Nordisk in Q1 2015 and has held it in 27 quarters since.
  • Destination Wealth Management's Novo Nordisk position peaked at $21.4M in Q2 2024.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.