HWM
NVO

Heirloom Wealth Management’s Novo Nordisk NVO Stock Holding History

Heirloom 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 		– Sell
-211,886
Closed -$10.8M – 90
2025
Q4 		$10.8M Buy
211,886
+73,171
+53% +$3.74M 2.49% 16
2025
Q3 		$7.7M Buy
138,715
+55,618
+67% +$3.26M 1.86% 21
2025
Q2 		$5.74M Buy
83,097
+233
+0.3% +$15.8K 1.51% 22
2025
Q1 		$5.75M Buy
82,864
+2,716
+3% +$224K 1.65% 20
2024
Q4 		$6.89M Buy
80,148
+5,538
+7% +$599K 2.07% 16
2024
Q3 		$8.88M Buy
74,610
+1,325
+2% +$177K 2.77% 13
2024
Q2 		$10.5M Sell
73,285
-758
-1% -$100K 3.39% 11
2024
Q1 		$9.51M Sell
74,043
-1,907
-3% -$227K 3.24% 11
2023
Q4 		$7.86M Buy
75,950
+1,416
+2% +$140K 3.02% 11
2023
Q3 		$6.78M Sell
74,534
-1,970
-3% -$174K 3.01% 11
2023
Q2 		$6.19M Buy
76,504
+2,650
+4% +$216K 2.69% 14
2023
Q1 		$5.88M Buy
73,854
+21,202
+40% +$1.5M 2.81% 14
2022
Q4 		$3.56M Buy
+52,652
New +$3.09M 2.22% 17
2022
Q2 		$3.74M Buy
71,518
+7,268
+11% +$403K 3.06% 15
2022
Q1 		$3.41M Buy
+64,250
New +$3.3M 2.37% 16

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 $137B AUM 18.02% 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

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

Heirloom Wealth Management sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 211,886 shares — an estimated $10.8M sold.

Heirloom Wealth Management first reported a position in NVO in Q1 2022 and held it in 15 quarters. The position peaked at $10.8M in Q4 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Heirloom Wealth Management reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 211,886 Novo Nordisk shares in Q1 2026, an estimated $10.8M.
  • Heirloom Wealth Management first reported a position in Novo Nordisk in Q1 2022 and held it in 15 quarters.
  • Heirloom Wealth Management's Novo Nordisk position peaked at $10.8M in Q4 2025.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.