Gibbs Wealth Management’s Novo Nordisk NVO Stock Holding History

Gibbs Wealth 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	$1.44M	Buy	39,273 +21,065	+116%	+$998K	0.19%	112
2025 Q4	$1.07M	Sell	18,208 -3,531	-16%	-$181K	0.26%	77
2025 Q3	$1.21M	Sell	21,739 -2,360	-10%	-$138K	0.27%	80
2025 Q2	$1.66M	Sell	24,099 -3,167	-12%	-$215K	0.32%	67
2025 Q1	$1.89M	Sell	27,266 -453	-2%	-$37.4K	0.46%	49
2024 Q4	$2.38M	Buy	27,719 +4,616	+20%	+$499K	0.65%	35
2024 Q3	$2.75M	Buy	23,103 +2,875	+14%	+$383K	0.89%	25
2024 Q2	$2.89M	Buy	20,228 +5,615	+38%	+$744K	1.17%	18
2024 Q1	$1.88M	Buy	+14,613	New	+$1.74M	1.08%	17

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gibbs Wealth Management's NVO Position: Q1 2026 in Review

Gibbs Wealth Management increased its Novo Nordisk (NVO) stake by 116% in Q1 2026, buying an estimated $998K and bringing the position to 39,273 shares worth $1.44M. The position accounts for 0.19% of the portfolio, ranked #112.

Gibbs Wealth Management first reported a position in NVO in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.89M in Q2 2024. 1,278 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Gibbs Wealth Management held 39,273 shares of Novo Nordisk worth $1.44M as of Q1 2026.
Gibbs Wealth Management bought 21,065 Novo Nordisk shares in Q1 2026, an estimated $998K.
Novo Nordisk made up 0.19% of Gibbs Wealth Management's portfolio in Q1 2026, its #112 holding.
Gibbs Wealth Management first reported a position in Novo Nordisk in Q1 2024 and has held it in 9 quarters since.
Gibbs Wealth Management's Novo Nordisk position peaked at $2.89M in Q2 2024.
1,278 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.