Focus Partners Wealth
NVO

Focus Partners Wealth’s Novo Nordisk NVO Stock Holding History

Focus Partners 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 		$12.5M Sell
340,709
-503,525
-60% -$23.9M 0.01% 643
2025
Q4 		$43.1M Buy
844,234
+83,619
+11% +$4.28M 0.05% 319
2025
Q3 		$42.2M Buy
760,615
+156,062
+26% +$9.14M 0.07% 239
2025
Q2 		$41.7M Buy
604,553
+151,119
+33% +$10.3M 0.09% 212
2025
Q1 		$31.5M Buy
453,434
+44,751
+11% +$3.7M 0.08% 242
2024
Q4 		$35.2M Sell
408,683
-93,263
-19% -$10.1M 0.09% 215
2024
Q3 		$59.8M Sell
501,946
-338,078
-40% -$45.1M 0.19% 113
2024
Q2 		$120M Buy
840,024
+781,766
+1,342% +$104M 0.4% 57
2024
Q1 		$7.48M Buy
58,258
+23,358
+67% +$2.78M 0.06% 251
2023
Q4 		$3.61M Buy
+34,900
New +$3.45M 0.05% 269

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

Focus Partners Wealth's NVO Position: Q1 2026 in Review

Focus Partners Wealth reduced its Novo Nordisk (NVO) stake by 60% in Q1 2026, selling an estimated $23.9M and leaving 340,709 shares worth $12.5M. The position accounts for 0.01% of the portfolio, ranked #643.

Focus Partners Wealth first reported a position in NVO in Q4 2023 and has held it in 10 quarters since. The position peaked at $120M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Focus Partners Wealth held 340,709 shares of Novo Nordisk worth $12.5M as of Q1 2026.
  • Focus Partners Wealth sold 503,525 Novo Nordisk shares in Q1 2026, an estimated $23.9M.
  • Novo Nordisk made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #643 holding.
  • Focus Partners Wealth first reported a position in Novo Nordisk in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Novo Nordisk position peaked at $120M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.