FWA
NVO

FSM Wealth Advisors’s Novo Nordisk NVO Stock Holding History

FSM 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 		– Sell
-6,788
Closed -$345K – 326
2025
Q4 		$345K Buy
6,788
+353
+5% +$18.1K 0.05% 215
2025
Q3 		$357K Buy
6,435
+1,462
+29% +$85.6K 0.05% 216
2025
Q2 		$345K Sell
4,973
-698
-12% -$47.5K 0.06% 200
2025
Q1 		$394K Buy
5,671
+277
+5% +$22.9K 0.09% 133
2024
Q4 		$448K Buy
5,394
+195
+4% +$21.1K 0.11% 103
2024
Q3 		$619K Buy
5,199
+121
+2% +$16.1K 0.16% 83
2024
Q2 		$725K Sell
5,078
-548
-10% -$72.6K 0.24% 69
2024
Q1 		$722K Sell
5,626
-241
-4% -$28.7K 0.26% 67
2023
Q4 		$607K Sell
5,867
-640
-10% -$63.3K 0.26% 68
2023
Q3 		$592K Buy
6,507
+227
+4% +$20K 0.3% 69
2023
Q2 		$478K Buy
6,280
+1,756
+39% +$143K 0.24% 85
2023
Q1 		$360K Buy
4,524
+770
+21% +$54.6K 0.21% 99
2022
Q4 		$254K Buy
+3,754
New +$220K 0.18% 118

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

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

FSM Wealth Advisors sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 6,788 shares — an estimated $345K sold.

FSM Wealth Advisors first reported a position in NVO in Q4 2022 and held it in 13 quarters. The position peaked at $725K in Q2 2024. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • FSM Wealth Advisors reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • FSM Wealth Advisors sold 6,788 Novo Nordisk shares in Q1 2026, an estimated $345K.
  • FSM Wealth Advisors first reported a position in Novo Nordisk in Q4 2022 and held it in 13 quarters.
  • FSM Wealth Advisors's Novo Nordisk position peaked at $725K in Q2 2024.
  • 1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on FSM Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.