IMA Advisory Services’s Novo Nordisk NVO Stock Holding History

IMA Advisory Services’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	$3.27K	Sell	86 -4	-4%	-$190	﹤0.01%	509
2025 Q4	$4.58K	Buy	+90	New	+$4.6K	﹤0.01%	448
2023 Q2	–	Sell	-4	Closed	-$319	–	314
2023 Q1	$319	Hold	4	–	–	﹤0.01%	296
2022 Q4	$271	Hold	4	–	–	﹤0.01%	323
2022 Q3	$0	Buy	+4	New	+$214	﹤0.01%	397
2019 Q2	–	Sell	-134	Closed	-$4K	–	300
2019 Q1	$4K	Hold	134	–	–	﹤0.01%	245
2018 Q4	$3K	Hold	134	–	–	﹤0.01%	280
2018 Q3	$3K	Sell	134 -214	-61%	-$5.22K	﹤0.01%	283
2018 Q2	$8K	Buy	+348	New	+$8.27K	﹤0.01%	284

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

IMA Advisory Services's NVO Position: Q1 2026 in Review

IMA Advisory Services reduced its Novo Nordisk (NVO) stake by 4.4% in Q1 2026, selling an estimated $190 and leaving 86 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

IMA Advisory Services first reported a position in NVO in Q2 2018 and has held it in 9 quarters since. The position peaked at $8K in Q2 2018. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

IMA Advisory Services held 86 shares of Novo Nordisk worth $3.27K as of Q1 2026.
IMA Advisory Services sold 4 Novo Nordisk shares in Q1 2026, an estimated $190.
Novo Nordisk made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #509 holding.
IMA Advisory Services first reported a position in Novo Nordisk in Q2 2018 and has held it in 9 quarters since.
IMA Advisory Services's Novo Nordisk position peaked at $8K in Q2 2018.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.