Evergreen Wealth Solutions’s Novo Nordisk NVO Stock Holding History

Evergreen Wealth Solutions’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	$365K	Buy	9,927 +1,089	+12%	+$51.6K	0.03%	293
2025 Q4	$450K	Buy	+8,838	New	+$452K	0.06%	131
2024 Q3	–	Sell	-1,561	Closed	-$223K	–	116
2024 Q2	$223K	Sell	1,561 -120	-7%	-$15.9K	0.16%	104
2024 Q1	$216K	Buy	+1,681	New	+$200K	0.16%	109
2023 Q2	–	Sell	-2,760	Closed	-$220K	–	108
2023 Q1	$220K	Sell	2,760 -342	-11%	-$24.3K	0.25%	94
2022 Q4	$210K	Buy	+3,102	New	+$182K	0.28%	88
2022 Q1	–	Sell	-3,604	Closed	-$202K	–	97
2021 Q4	$202K	Buy	+3,604	New	+$195K	0.18%	91

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

Evergreen Wealth Solutions's NVO Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Novo Nordisk (NVO) stake by 12% in Q1 2026, buying an estimated $51.6K and bringing the position to 9,927 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #293.

Evergreen Wealth Solutions first reported a position in NVO in Q4 2021 and has held it in 7 quarters since. The position peaked at $450K in Q4 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Evergreen Wealth Solutions held 9,927 shares of Novo Nordisk worth $365K as of Q1 2026.
Evergreen Wealth Solutions bought 1,089 Novo Nordisk shares in Q1 2026, an estimated $51.6K.
Novo Nordisk made up 0.03% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #293 holding.
Evergreen Wealth Solutions first reported a position in Novo Nordisk in Q4 2021 and has held it in 7 quarters since.
Evergreen Wealth Solutions's Novo Nordisk position peaked at $450K in Q4 2025.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.