EPG
NVO

Estate Planners Group’s Novo Nordisk NVO Stock Holding History

Estate Planners 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 		– Sell
-99
Closed -$5.01K – 304
2025
Q4 		$5.01K Buy
+99
New +$5.06K ﹤0.01% 339

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Estate Planners Group's NVO Position: Q1 2026 in Review

Estate Planners Group sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 99 shares — an estimated $5.01K sold.

Estate Planners Group first reported a position in NVO in Q4 2025 and held it in 1 quarter. The position peaked at $5.01K in Q4 2025. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Estate Planners Group reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 99 Novo Nordisk shares in Q1 2026, an estimated $5.01K.
  • Estate Planners Group first reported a position in Novo Nordisk in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Novo Nordisk position peaked at $5.01K in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.