EWA
NVO

Exencial Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Exencial Wealth 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 		$1.33M Buy
36,257
+5,631
+18% +$267K 0.04% 259
2025
Q4 		$1.56M Buy
30,626
+4,721
+18% +$241K 0.05% 251
2025
Q3 		$1.44M Buy
25,905
+1,083
+4% +$63.4K 0.05% 248
2025
Q2 		$1.71M Buy
24,822
+1,221
+5% +$83.1K 0.06% 230
2025
Q1 		$1.64M Buy
23,601
+507
+2% +$41.9K 0.06% 231
2024
Q4 		$1.99M Buy
23,094
+124
+0.5% +$13.4K 0.07% 209
2024
Q3 		$2.74M Buy
22,970
+594
+3% +$79.2K 0.1% 184
2024
Q2 		$3.19M Sell
22,376
-235
-1% -$31.1K 0.12% 166
2024
Q1 		$2.9M Buy
22,611
+1,408
+7% +$168K 0.11% 173
2023
Q4 		$2.19M Sell
21,203
-1,479
-7% -$146K 0.09% 190
2023
Q3 		$2.06M Sell
22,682
-2,144
-9% -$189K 0.1% 171
2023
Q2 		$2.01M Buy
24,826
+1,072
+5% +$87.6K 0.09% 181
2023
Q1 		$1.89M Sell
23,754
-144,216
-86% -$10.2M 0.1% 174
2022
Q4 		$11.4M Sell
167,970
-27,066
-14% -$1.59M 0.61% 55
2022
Q3 		$9.72M Buy
195,036
+6,038
+3% +$323K 0.59% 49
2022
Q2 		$10.5M Sell
188,998
-68,148
-27% -$3.78M 0.59% 46
2022
Q1 		$14.3M Buy
257,146
+14,144
+6% +$726K 0.72% 32
2021
Q4 		$13.6M Buy
243,002
+14,100
+6% +$764K 0.66% 33
2021
Q3 		$11M Buy
228,902
+5,584
+3% +$270K 0.48% 48
2021
Q2 		$9.35M Buy
223,318
+6,652
+3% +$258K 0.51% 61
2021
Q1 		$7.3M Buy
216,666
+21,330
+11% +$760K 0.43% 79
2020
Q4 		$6.82M Sell
195,336
-177,184
-48% -$6.12M 0.47% 79
2020
Q3 		$12.9M Buy
372,520
+205,384
+123% +$6.85M 0.69% 41
2020
Q2 		$5.47M Buy
+167,136
New +$5.33M 0.47% 65

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
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 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

Exencial Wealth Advisors's NVO Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Novo Nordisk (NVO) stake by 18% in Q1 2026, buying an estimated $267K and bringing the position to 36,257 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #259.

Exencial Wealth Advisors first reported a position in NVO in Q2 2020 and has held it in 24 quarters since. The position peaked at $14.3M in Q1 2022. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Exencial Wealth Advisors held 36,257 shares of Novo Nordisk worth $1.33M as of Q1 2026.
  • Exencial Wealth Advisors bought 5,631 Novo Nordisk shares in Q1 2026, an estimated $267K.
  • Novo Nordisk made up 0.04% of Exencial Wealth Advisors's portfolio in Q1 2026, its #259 holding.
  • Exencial Wealth Advisors first reported a position in Novo Nordisk in Q2 2020 and has held it in 24 quarters since.
  • Exencial Wealth Advisors's Novo Nordisk position peaked at $14.3M in Q1 2022.
  • 1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.