IAA
NVO

Independent Advisor Alliance’s Novo Nordisk NVO Stock Holding History

Independent Advisor Alliance’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 		$1.28M Sell
34,808
-3,981
-10% -$189K 0.01% 713
2025
Q4 		$1.97M Buy
38,789
+844
+2% +$43.2K 0.05% 310
2025
Q3 		$2.11M Sell
37,945
-22,441
-37% -$1.31M 0.05% 282
2025
Q2 		$4.17M Sell
60,386
-1,277
-2% -$86.9K 0.12% 141
2025
Q1 		$4.28M Sell
61,663
-10,979
-15% -$907K 0.14% 124
2024
Q4 		$6.25M Buy
72,642
+1,108
+2% +$120K 0.08% 229
2024
Q3 		$8.52M Buy
71,534
+1,385
+2% +$185K 0.31% 58
2024
Q2 		$10M Buy
70,149
+3,493
+5% +$463K 0.34% 48
2024
Q1 		$8.56M Buy
66,656
+765
+1% +$91.1K 0.31% 62
2023
Q4 		$6.82M Buy
65,891
+6,435
+11% +$636K 0.25% 77
2023
Q3 		$5.41M Buy
59,456
+5,104
+9% +$450K 0.24% 74
2023
Q2 		$4.4M Sell
54,352
-5,958
-10% -$487K 0.19% 97
2023
Q1 		$4.8M Buy
60,310
+1,190
+2% +$84.4K 0.23% 91
2022
Q4 		$4K Sell
59,120
-10,146
-15% -$595K ﹤0.01% 202
2022
Q3 		$3.45M Buy
69,266
+3,660
+6% +$196K 0.2% 100
2022
Q2 		$3.65M Buy
65,606
+4,932
+8% +$274K 0.2% 102
2022
Q1 		$3.37M Buy
60,674
+2,006
+3% +$103K 0.16% 122
2021
Q4 		$3.29M Buy
58,668
+1,980
+3% +$107K 0.16% 112
2021
Q3 		$2.72M Buy
56,688
+2,624
+5% +$127K 0.15% 128
2021
Q2 		$2.26M Buy
54,064
+5,744
+12% +$223K 0.12% 154
2021
Q1 		$1.63M Sell
48,320
-496
-1% -$17.7K 0.1% 179
2020
Q4 		$1.71M Buy
48,816
+2,632
+6% +$91K 0.12% 147
2020
Q3 		$1.6M Buy
46,184
+18,656
+68% +$622K 0.12% 138
2020
Q2 		$901K Buy
27,528
+7,256
+36% +$232K 0.1% 173
2020
Q1 		$610K Buy
20,272
+92
+0.5% +$2.74K 0.09% 187
2019
Q4 		$584K Buy
20,180
+300
+2% +$8.31K 0.03% 497
2019
Q3 		$514K Sell
19,880
-54
-0.3% -$1.36K 0.06% 249
2019
Q2 		$509K Buy
19,934
+950
+5% +$23.5K 0.07% 222
2019
Q1 		$497K Sell
18,984
-190
-1% -$4.67K 0.07% 233
2018
Q4 		$442K Buy
+19,174
New +$426K 0.08% 222

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

Independent Advisor Alliance's NVO Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Novo Nordisk (NVO) stake by 10% in Q1 2026, selling an estimated $189K and leaving 34,808 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #713.

Independent Advisor Alliance first reported a position in NVO in Q4 2018 and has held it in 30 quarters since. The position peaked at $10M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Independent Advisor Alliance held 34,808 shares of Novo Nordisk worth $1.28M as of Q1 2026.
  • Independent Advisor Alliance sold 3,981 Novo Nordisk shares in Q1 2026, an estimated $189K.
  • Novo Nordisk made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #713 holding.
  • Independent Advisor Alliance first reported a position in Novo Nordisk in Q4 2018 and has held it in 30 quarters since.
  • Independent Advisor Alliance's Novo Nordisk position peaked at $10M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.