Evelyn Partners Asset Management’s Novo Nordisk NVO Stock Holding History

Evelyn Partners Asset 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	$1.34M	Sell	36,443 -82,136	-69%	-$3.89M	0.33%	56
2025 Q4	$6.03M	Sell	118,579 -2,879	-2%	-$147K	1.42%	29
2025 Q3	$6.74M	Buy	121,458 +40,836	+51%	+$2.39M	1.52%	23
2025 Q2	$5.56M	Buy	80,622 +1,919	+2%	+$131K	1.41%	26
2025 Q1	$5.47M	Buy	78,703 +8,028	+11%	+$663K	1.52%	24
2024 Q4	$6.08M	Buy	+70,675	New	+$7.64M	1.64%	22

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

Evelyn Partners Asset Management's NVO Position: Q1 2026 in Review

Evelyn Partners Asset Management reduced its Novo Nordisk (NVO) stake by 69% in Q1 2026, selling an estimated $3.89M and leaving 36,443 shares worth $1.34M. The position accounts for 0.33% of the portfolio, ranked #56.

Evelyn Partners Asset Management first reported a position in NVO in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.74M in Q3 2025. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Evelyn Partners Asset Management held 36,443 shares of Novo Nordisk worth $1.34M as of Q1 2026.
Evelyn Partners Asset Management sold 82,136 Novo Nordisk shares in Q1 2026, an estimated $3.89M.
Novo Nordisk made up 0.33% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #56 holding.
Evelyn Partners Asset Management first reported a position in Novo Nordisk in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's Novo Nordisk position peaked at $6.74M in Q3 2025.
1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.