Everpar Advisors’s Novo Nordisk NVO Stock Holding History

Everpar Advisors’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	-4,145	Closed	-$211K	–	298
2025 Q4	$211K	Buy	4,145 +119	+3%	+$6.08K	0.08%	261
2025 Q3	$223K	Sell	4,026 -20	-0.5%	-$1.17K	0.09%	256
2025 Q2	$279K	Sell	4,046 -69	-2%	-$4.69K	0.13%	211
2025 Q1	$286K	Buy	4,115 +728	+21%	+$60.1K	0.15%	188
2024 Q4	$291K	Sell	3,387 -124	-4%	-$13.4K	0.15%	191
2024 Q3	$418K	Sell	3,511 -1,030	-23%	-$137K	0.22%	144
2024 Q2	$648K	Buy	4,541 +668	+17%	+$88.5K	0.32%	80
2024 Q1	$497K	Sell	3,873 -2,254	-37%	-$268K	0.3%	109
2023 Q4	$634K	Buy	+6,127	New	+$606K	0.3%	122

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

Everpar Advisors's NVO Position: Q1 2026 in Review

Everpar Advisors sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 4,145 shares — an estimated $211K sold.

Everpar Advisors first reported a position in NVO in Q4 2023 and held it in 9 quarters. The position peaked at $648K in Q2 2024. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Everpar Advisors reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Everpar Advisors sold 4,145 Novo Nordisk shares in Q1 2026, an estimated $211K.
Everpar Advisors first reported a position in Novo Nordisk in Q4 2023 and held it in 9 quarters.
Everpar Advisors's Novo Nordisk position peaked at $648K in Q2 2024.
1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Everpar Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.