IAG Wealth Partners’s Novo Nordisk NVO Stock Holding History

IAG Wealth Partners’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	$12K	Hold	326	–	–	﹤0.01%	361
2025 Q4	$16.6K	Hold	326	–	–	﹤0.01%	309
2025 Q3	$18.1K	Hold	326	–	–	﹤0.01%	316
2025 Q2	$22.5K	Hold	326	–	–	﹤0.01%	277
2025 Q1	$22.6K	Hold	326	–	–	﹤0.01%	265
2024 Q4	$28K	Hold	326	–	–	﹤0.01%	249
2024 Q3	$38.8K	Hold	326	–	–	0.01%	212
2024 Q2	$46.5K	Hold	326	–	–	0.01%	183
2024 Q1	$41.9K	Hold	326	–	–	0.01%	182
2023 Q4	$33.7K	Hold	326	–	–	0.01%	191
2023 Q3	$29.6K	Hold	326	–	–	0.01%	190
2023 Q2	$26.4K	Hold	326	–	–	0.01%	211
2023 Q1	$25.9K	Hold	326	–	–	0.01%	197
2022 Q4	$22.1K	Hold	326	–	–	0.01%	202
2022 Q3	$16K	Hold	326	–	–	0.01%	226
2022 Q2	$18K	Hold	326	–	–	0.01%	214
2022 Q1	$18K	Hold	326	–	–	0.01%	236
2021 Q4	$18K	Hold	326	–	–	0.01%	235
2021 Q3	$16K	Hold	326	–	–	0.01%	218
2021 Q2	$14K	Hold	326	–	–	0.01%	221
2021 Q1	$11K	Hold	326	–	–	﹤0.01%	253
2020 Q4	$12K	Hold	326	–	–	﹤0.01%	222
2020 Q3	$12K	Hold	326	–	–	0.01%	208
2020 Q2	$11K	Hold	326	–	–	0.01%	214
2020 Q1	$10K	Hold	326	–	–	0.01%	208
2019 Q4	$10K	Buy	+326	New	+$9.03K	0.01%	256

Other funds holding NVO

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

IAG Wealth Partners's NVO Position: Q1 2026 in Review

IAG Wealth Partners held its Novo Nordisk (NVO) position steady in Q1 2026 at 326 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

IAG Wealth Partners first reported a position in NVO in Q4 2019 and has held it in 26 quarters since. The position peaked at $46.5K in Q2 2024. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

IAG Wealth Partners held 326 shares of Novo Nordisk worth $12K as of Q1 2026.
IAG Wealth Partners left its Novo Nordisk share count unchanged in Q1 2026.
Novo Nordisk made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #361 holding.
IAG Wealth Partners first reported a position in Novo Nordisk in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's Novo Nordisk position peaked at $46.5K in Q2 2024.
1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.