Evelyn Partners Investment Management Services’s Novo Nordisk NVO Stock Holding History

Evelyn Partners Investment Management 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	-985	Closed	-$50.1K	–	286
2025 Q4	$50.1K	Hold	985	–	–	0.01%	175
2025 Q3	$54.7K	Buy	985 +47	+5%	+$2.75K	0.01%	178
2025 Q2	$64.7K	Hold	938	–	–	0.01%	156
2025 Q1	$65.1K	Sell	938 -20	-2%	-$1.65K	0.01%	153
2024 Q4	$82.4K	Buy	+958	New	+$104K	0.01%	141

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 $147M AUM 25.76% 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 Investment Management Services's NVO Position: Q1 2026 in Review

Evelyn Partners Investment Management Services sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 985 shares — an estimated $50.1K sold.

Evelyn Partners Investment Management Services first reported a position in NVO in Q4 2024 and held it in 5 quarters. The position peaked at $82.4K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Evelyn Partners Investment Management Services reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Evelyn Partners Investment Management Services sold 985 Novo Nordisk shares in Q1 2026, an estimated $50.1K.
Evelyn Partners Investment Management Services first reported a position in Novo Nordisk in Q4 2024 and held it in 5 quarters.
Evelyn Partners Investment Management Services's Novo Nordisk position peaked at $82.4K in Q4 2024.
1,274 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

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