DWM
NVO

Dynasty Wealth Management’s Novo Nordisk NVO Stock Holding History

Dynasty 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
-7,303
Closed -$372K – 370
2025
Q4 		$372K Sell
7,303
-584
-7% -$29.9K ﹤0.01% 265
2025
Q3 		$438K Buy
+7,887
New +$462K 0.01% 234
2025
Q1 		– Sell
-10,546
Closed -$907K – 262
2024
Q4 		$907K Sell
10,546
-1,214
-10% -$131K 0.02% 154
2024
Q3 		$1.4M Sell
11,760
-490
-4% -$65.3K 0.04% 102
2024
Q2 		$1.75M Buy
12,250
+1,010
+9% +$134K 0.05% 86
2024
Q1 		$1.44M Buy
+11,240
New +$1.34M 0.05% 91

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

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

Dynasty Wealth Management sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 7,303 shares — an estimated $372K sold.

Dynasty Wealth Management first reported a position in NVO in Q1 2024 and held it in 6 quarters. The position peaked at $1.75M in Q2 2024. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Dynasty Wealth Management reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 7,303 Novo Nordisk shares in Q1 2026, an estimated $372K.
  • Dynasty Wealth Management first reported a position in Novo Nordisk in Q1 2024 and held it in 6 quarters.
  • Dynasty Wealth Management's Novo Nordisk position peaked at $1.75M in Q2 2024.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.