EPIM
NVO

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

Evelyn Partners Investment 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 		$102K Sell
2,765
-376
-12% -$17.8K ﹤0.01% 246
2025
Q4 		$160K Hold
3,141
– – ﹤0.01% 215
2025
Q3 		$174K Hold
3,141
– – 0.01% 209
2025
Q2 		$217K Hold
3,141
– – 0.01% 196
2025
Q1 		$218K Buy
3,141
+981
+45% +$81K 0.01% 186
2024
Q4 		$186K Buy
+2,160
New +$234K 0.01% 199

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 $147M AUM 25.76% 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

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

Evelyn Partners Investment Management reduced its Novo Nordisk (NVO) stake by 12% in Q1 2026, selling an estimated $17.8K and leaving 2,765 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Evelyn Partners Investment Management first reported a position in NVO in Q4 2024 and has held it in 6 quarters since. The position peaked at $218K in Q1 2025. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Evelyn Partners Investment Management held 2,765 shares of Novo Nordisk worth $102K as of Q1 2026.
  • Evelyn Partners Investment Management sold 376 Novo Nordisk shares in Q1 2026, an estimated $17.8K.
  • Novo Nordisk made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #246 holding.
  • Evelyn Partners Investment Management first reported a position in Novo Nordisk in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Novo Nordisk position peaked at $218K in Q1 2025.
  • 1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

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