Evermay Wealth Management’s Novo Nordisk NVO Stock Holding History

Evermay Wealth 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	$9.49K	Hold	250	–	–	﹤0.01%	466
2025 Q4	$12.7K	Hold	250	–	–	﹤0.01%	427
2025 Q3	$13.9K	Hold	250	–	–	﹤0.01%	420
2025 Q2	$17.3K	Hold	250	–	–	﹤0.01%	397
2025 Q1	$17.6K	Hold	250	–	–	﹤0.01%	399
2024 Q4	$21.5K	Hold	250	–	–	﹤0.01%	378
2024 Q3	$29.8K	Hold	250	–	–	﹤0.01%	372
2024 Q2	$35.7K	Hold	250	–	–	0.01%	368
2024 Q1	$32.3K	Hold	250	–	–	﹤0.01%	386
2023 Q4	$25.9K	Hold	250	–	–	﹤0.01%	379
2023 Q3	$22.7K	Hold	250	–	–	﹤0.01%	370
2023 Q2	$20.2K	Hold	250	–	–	﹤0.01%	378
2023 Q1	$20K	Hold	250	–	–	﹤0.01%	367
2022 Q4	$16.9K	Hold	250	–	–	﹤0.01%	377
2022 Q3	$12K	Hold	250	–	–	﹤0.01%	382
2022 Q2	$14K	Hold	250	–	–	﹤0.01%	367
2022 Q1	$14K	Hold	250	–	–	﹤0.01%	387
2021 Q4	$14K	Hold	250	–	–	﹤0.01%	381
2021 Q3	$12K	Sell	250 -6,220	-96%	-$301K	﹤0.01%	372
2021 Q2	$271K	Hold	6,470	–	–	0.05%	152
2021 Q1	$218K	Hold	6,470	–	–	0.04%	164
2020 Q4	$226K	Hold	6,470	–	–	0.05%	161
2020 Q3	$225K	Hold	6,470	–	–	0.06%	147
2020 Q2	$212K	Buy	+6,470	New	+$206K	0.06%	147

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

Evermay Wealth Management's NVO Position: Q1 2026 in Review

Evermay Wealth Management held its Novo Nordisk (NVO) position steady in Q1 2026 at 250 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Evermay Wealth Management first reported a position in NVO in Q2 2020 and has held it in 24 quarters since. The position peaked at $271K in Q2 2021. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Evermay Wealth Management held 250 shares of Novo Nordisk worth $9.49K as of Q1 2026.
Evermay Wealth Management left its Novo Nordisk share count unchanged in Q1 2026.
Novo Nordisk made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #466 holding.
Evermay Wealth Management first reported a position in Novo Nordisk in Q2 2020 and has held it in 24 quarters since.
Evermay Wealth Management's Novo Nordisk position peaked at $271K in Q2 2021.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.