IWM
NVO

Iams Wealth Management’s Novo Nordisk NVO Stock Holding History

Iams 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
-56,963
Closed -$2.9M – 196
2025
Q4 		$2.9M Buy
56,963
+7,685
+16% +$393K 1.05% 21
2025
Q3 		$2.73M Buy
49,278
+12,617
+34% +$739K 1.1% 24
2025
Q2 		$2.53M Sell
36,661
-279
-0.8% -$19K 1.16% 21
2025
Q1 		$2.57M Buy
36,940
+13,168
+55% +$1.09M 1.17% 21
2024
Q4 		$2.04M Buy
23,772
+6,769
+40% +$732K 0.93% 32
2024
Q3 		$2.02M Buy
17,003
+1,144
+7% +$153K 0.99% 29
2024
Q2 		$2.26M Sell
15,859
-335
-2% -$44.4K 1.24% 17
2024
Q1 		$1.97M Sell
16,194
-2,430
-13% -$289K 1.2% 19
2023
Q4 		$1.93M Sell
18,624
-2,184
-10% -$216K 1.25% 17
2023
Q3 		$1.89M Buy
+20,808
New +$1.83M 1.31% 18
2023
Q2 		– Sell
-17,902
Closed -$1.46M – 200
2023
Q1 		$1.41M Buy
17,902
+2,244
+14% +$159K 1.17% 17
2022
Q4 		$1.06M Buy
+15,658
New +$918K 1.08% 19

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

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

Iams Wealth Management sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 56,963 shares — an estimated $2.9M sold.

Iams Wealth Management first reported a position in NVO in Q4 2022 and held it in 12 quarters. The position peaked at $2.9M in Q4 2025. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Iams Wealth Management reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Iams Wealth Management sold 56,963 Novo Nordisk shares in Q1 2026, an estimated $2.9M.
  • Iams Wealth Management first reported a position in Novo Nordisk in Q4 2022 and held it in 12 quarters.
  • Iams Wealth Management's Novo Nordisk position peaked at $2.9M in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

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