FFA
NVO

Fortune Financial Advisors’s Novo Nordisk NVO Stock Holding History

Fortune Financial 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
-27,127
Closed -$1.38M – 150
2025
Q4 		$1.38M Sell
27,127
-2,434
-8% -$124K 0.93% 32
2025
Q3 		$1.64M Buy
29,561
+349
+1% +$20.4K 1.23% 26
2025
Q2 		$2.02M Buy
29,212
+694
+2% +$47.2K 1.62% 21
2025
Q1 		$1.98M Buy
28,518
+1,132
+4% +$93.5K 1.71% 19
2024
Q4 		$2.36M Buy
27,386
+568
+2% +$61.4K 2.14% 14
2024
Q3 		$3.19M Buy
26,818
+34
+0.1% +$4.53K 2.89% 6
2024
Q2 		$3.82M Buy
26,784
+520
+2% +$68.9K 2.34% 8
2024
Q1 		$3.37M Sell
26,264
-825
-3% -$98.2K 2.14% 10
2023
Q4 		$2.8M Buy
27,089
+339
+1% +$33.5K 1.96% 12
2023
Q3 		$2.43M Buy
26,750
+14
+0.1% +$1.23K 1.86% 16
2023
Q2 		$2.16M Buy
+26,736
New +$2.18M 1.62% 17

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 $147M AUM 25.76% 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

Fortune Financial Advisors's NVO Position: Q1 2026 in Review

Fortune Financial Advisors sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 27,127 shares — an estimated $1.38M sold.

Fortune Financial Advisors first reported a position in NVO in Q2 2023 and held it in 11 quarters. The position peaked at $3.82M in Q2 2024. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Fortune Financial Advisors reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Fortune Financial Advisors sold 27,127 Novo Nordisk shares in Q1 2026, an estimated $1.38M.
  • Fortune Financial Advisors first reported a position in Novo Nordisk in Q2 2023 and held it in 11 quarters.
  • Fortune Financial Advisors's Novo Nordisk position peaked at $3.82M in Q2 2024.
  • 1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Fortune Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.