FFM
NVO

Forum Financial Management’s Novo Nordisk NVO Stock Holding History

Forum Financial Management’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
-28,571
Closed -$1.45M – 764
2025
Q4 		$1.45M Sell
28,571
-23
-0.1% -$1.18K 0.02% 178
2025
Q3 		$1.59M Buy
28,594
+4,567
+19% +$267K 0.02% 161
2025
Q2 		$1.66M Buy
24,027
+286
+1% +$19.5K 0.03% 146
2025
Q1 		$1.65M Sell
23,741
-156
-0.7% -$12.9K 0.03% 138
2024
Q4 		$2.06M Buy
23,897
+219
+0.9% +$23.7K 0.03% 118
2024
Q3 		$2.82M Buy
23,678
+257
+1% +$34.3K 0.05% 72
2024
Q2 		$3.34M Buy
23,421
+597
+3% +$79.1K 0.06% 63
2024
Q1 		$2.93M Sell
22,824
-568
-2% -$67.6K 0.05% 81
2023
Q4 		$2.42M Sell
23,392
-1,492
-6% -$148K 0.05% 77
2023
Q3 		$2.26M Buy
24,884
+370
+2% +$32.6K 0.05% 75
2023
Q2 		$1.98M Buy
24,514
+1,888
+8% +$154K 0.04% 85
2023
Q1 		$1.8M Buy
22,626
+10
+0% +$709 0.05% 87
2022
Q4 		$1.53M Buy
22,616
+2
+0% +$117 0.05% 90
2022
Q3 		$1.13M Buy
22,614
+124
+0.6% +$6.64K 0.05% 100
2022
Q2 		$1.25M Hold
22,490
– – 0.06% 102
2022
Q1 		$1.25M Buy
22,490
+12
+0.1% +$616 0.06% 99
2021
Q4 		$1.26M Buy
+22,478
New +$1.22M 0.06% 97

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

Forum Financial Management's NVO Position: Q1 2026 in Review

Forum Financial Management sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 28,571 shares — an estimated $1.45M sold.

Forum Financial Management first reported a position in NVO in Q4 2021 and held it in 17 quarters. The position peaked at $3.34M in Q2 2024. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Forum Financial Management reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 28,571 Novo Nordisk shares in Q1 2026, an estimated $1.45M.
  • Forum Financial Management first reported a position in Novo Nordisk in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Novo Nordisk position peaked at $3.34M in Q2 2024.
  • 1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.