GKWIM
NVO

Gerber Kawasaki Wealth & Investment Management’s Novo Nordisk NVO Stock Holding History

Gerber Kawasaki Wealth & Investment 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
-10,890
Closed -$554K – 366
2025
Q4 		$554K Buy
10,890
+2,305
+27% +$118K 0.02% 205
2025
Q3 		$476K Sell
8,585
-4,809
-36% -$281K 0.02% 222
2025
Q2 		$924K Sell
13,394
-51,699
-79% -$3.52M 0.04% 150
2025
Q1 		$4.52M Sell
65,093
-18,218
-22% -$1.5M 0.2% 73
2024
Q4 		$7.17M Sell
83,311
-20,773
-20% -$2.25M 0.31% 61
2024
Q3 		$12.4M Buy
104,084
+7,127
+7% +$950K 0.57% 42
2024
Q2 		$13.8M Buy
96,957
+4,680
+5% +$620K 0.69% 35
2024
Q1 		$11.8M Buy
92,277
+25,828
+39% +$3.07M 0.64% 43
2023
Q4 		$6.87M Buy
66,449
+10,182
+18% +$1.01M 0.41% 51
2023
Q3 		$5.12M Buy
56,267
+12,047
+27% +$1.06M 0.35% 59
2023
Q2 		$3.57M Buy
44,220
+8,516
+24% +$696K 0.24% 73
2023
Q1 		$2.84M Buy
35,704
+11,912
+50% +$845K 0.22% 76
2022
Q4 		$1.61M Buy
+23,792
New +$1.39M 0.14% 94
2021
Q4 		– Sell
-8
Closed -$4K – 816
2021
Q3 		$4K Buy
+8
New +$387 ﹤0.01% 799

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

Gerber Kawasaki Wealth & Investment Management's NVO Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 10,890 shares — an estimated $554K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in NVO in Q3 2021 and held it in 14 quarters. The position peaked at $13.8M in Q2 2024. 1,276 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 10,890 Novo Nordisk shares in Q1 2026, an estimated $554K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Novo Nordisk in Q3 2021 and held it in 14 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Novo Nordisk position peaked at $13.8M in Q2 2024.
  • 1,276 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.