Diversify Advisory Services’s Novo Nordisk NVO Stock Holding History

Diversify Advisory Services’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	-8,187	Closed	-$510K	–	638
2025 Q4	$510K	Sell	8,187 -735	-8%	-$37.6K	0.02%	601
2025 Q3	$438K	Sell	8,922 -95	-1%	-$5.56K	0.01%	605
2025 Q2	$449K	Buy	9,017 +766	+9%	+$52.1K	0.02%	571
2025 Q1	$538K	Sell	8,251 -2,598	-24%	-$215K	0.03%	348
2024 Q4	$936K	Sell	10,849 -3,074	-22%	-$332K	0.05%	237
2024 Q3	$1.62M	Sell	13,923 -2,711	-16%	-$362K	0.09%	188
2024 Q2	$2.34M	Sell	16,634 -16,040	-49%	-$2.13M	0.13%	143
2024 Q1	$4.17M	Buy	+32,674	New	+$3.89M	0.25%	86

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

Diversify Advisory Services's NVO Position: Q1 2026 in Review

Diversify Advisory Services sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 8,187 shares — an estimated $510K sold.

Diversify Advisory Services first reported a position in NVO in Q1 2024 and held it in 8 quarters. The position peaked at $4.17M in Q1 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Diversify Advisory Services reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 8,187 Novo Nordisk shares in Q1 2026, an estimated $510K.
Diversify Advisory Services first reported a position in Novo Nordisk in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's Novo Nordisk position peaked at $4.17M in Q1 2024.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.