Icon Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Icon Wealth Advisors’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	$664K	Sell	16,490 -8,037	-33%	-$381K	0.04%	226
2025 Q4	$1.24M	Sell	24,527 -13,826	-36%	-$707K	0.08%	155
2025 Q3	$2.13M	Buy	38,353 +2,807	+8%	+$164K	0.14%	108
2025 Q2	$2.45M	Buy	35,546 +13,480	+61%	+$917K	0.17%	92
2025 Q1	$1.53M	Sell	22,066 -16,452	-43%	-$1.36M	0.13%	122
2024 Q4	$3.31M	Sell	38,518 -162	-0.4%	-$17.5K	0.27%	68
2024 Q3	$4.61M	Sell	38,680 -1,686	-4%	-$225K	0.38%	53
2024 Q2	$5.35M	Buy	40,366 +10,699	+36%	+$1.42M	0.48%	43
2024 Q1	$3.81M	Sell	29,667 -89	-0.3%	-$10.6K	0.35%	58
2023 Q4	$3.08M	Buy	+29,756	New	+$2.94M	0.32%	65
2022 Q4	$942K	Sell	13,916 -216	-2%	-$12.7K	0.11%	138
2022 Q3	$704K	Buy	+14,132	New	+$757K	0.09%	162

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

Icon Wealth Advisors's NVO Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Novo Nordisk (NVO) stake by 33% in Q1 2026, selling an estimated $381K and leaving 16,490 shares worth $664K. The position accounts for 0.04% of the portfolio, ranked #226.

Icon Wealth Advisors first reported a position in NVO in Q3 2022 and has held it in 12 quarters since. The position peaked at $5.35M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Icon Wealth Advisors held 16,490 shares of Novo Nordisk worth $664K as of Q1 2026.
Icon Wealth Advisors sold 8,037 Novo Nordisk shares in Q1 2026, an estimated $381K.
Novo Nordisk made up 0.04% of Icon Wealth Advisors's portfolio in Q1 2026, its #226 holding.
Icon Wealth Advisors first reported a position in Novo Nordisk in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's Novo Nordisk position peaked at $5.35M in Q2 2024.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.