FLI
NVO

Family Legacy Inc’s Novo Nordisk NVO Stock Holding History

Family Legacy Inc’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 		$214K Sell
5,833
-9,381
-62% -$444K 0.06% 120
2025
Q4 		$774K Sell
15,214
-955
-6% -$48.8K 0.23% 90
2025
Q3 		$897K Sell
16,169
-236
-1% -$13.8K 0.27% 86
2025
Q2 		$1.13M Sell
16,405
-2,564
-14% -$174K 0.37% 81
2025
Q1 		$1.32M Buy
18,969
+412
+2% +$34K 0.45% 74
2024
Q4 		$1.59M Buy
18,557
+884
+5% +$95.6K 0.54% 63
2024
Q3 		$2.1M Buy
17,673
+792
+5% +$106K 0.7% 56
2024
Q2 		$2.41M Buy
16,881
+173
+1% +$22.9K 0.86% 45
2024
Q1 		$2.15M Buy
16,708
+1,185
+8% +$141K 0.77% 52
2023
Q4 		$1.61M Buy
+15,523
New +$1.54M 0.61% 63

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Family Legacy Inc's NVO Position: Q1 2026 in Review

Family Legacy Inc reduced its Novo Nordisk (NVO) stake by 62% in Q1 2026, selling an estimated $444K and leaving 5,833 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #120.

Family Legacy Inc first reported a position in NVO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.41M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Family Legacy Inc held 5,833 shares of Novo Nordisk worth $214K as of Q1 2026.
  • Family Legacy Inc sold 9,381 Novo Nordisk shares in Q1 2026, an estimated $444K.
  • Novo Nordisk made up 0.06% of Family Legacy Inc's portfolio in Q1 2026, its #120 holding.
  • Family Legacy Inc first reported a position in Novo Nordisk in Q4 2023 and has held it in 10 quarters since.
  • Family Legacy Inc's Novo Nordisk position peaked at $2.41M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Family Legacy Inc's 13F filing for Q1 2026, filed 12 May 2026.