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Evolve Private Wealth’s Novo Nordisk NVO Stock Holding History

Evolve Private Wealth’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
-3,954
Closed -$201K – 1037
2025
Q4 		$201K Buy
+3,954
New +$202K 0.01% 872

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Evolve Private Wealth's NVO Position: Q1 2026 in Review

Evolve Private Wealth sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 3,954 shares — an estimated $201K sold.

Evolve Private Wealth first reported a position in NVO in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 1,279 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Evolve Private Wealth reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 3,954 Novo Nordisk shares in Q1 2026, an estimated $201K.
  • Evolve Private Wealth first reported a position in Novo Nordisk in Q4 2025 and held it in 1 quarter.
  • Evolve Private Wealth's Novo Nordisk position peaked at $201K in Q4 2025.
  • 1,279 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.