IWC
NVO

Integrated Wealth Concepts’s Novo Nordisk NVO Stock Holding History

Integrated Wealth Concepts’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 		$894K Buy
24,333
+9,111
+60% +$432K 0.01% 1184
2025
Q4 		$775K Sell
15,222
-11,190
-42% -$572K 0.01% 892
2025
Q3 		$1.47M Buy
26,412
+995
+4% +$58.2K 0.01% 805
2025
Q2 		$1.75M Sell
25,417
-1,295
-5% -$88.1K 0.02% 662
2025
Q1 		$1.85M Buy
26,712
+1,630
+6% +$135K 0.02% 596
2024
Q4 		$2.16M Sell
25,082
-7,945
-24% -$859K 0.03% 532
2024
Q3 		$3.93M Buy
33,027
+477
+1% +$63.6K 0.05% 343
2024
Q2 		$4.65M Sell
32,550
-757
-2% -$100K 0.06% 275
2024
Q1 		$4.28M Buy
33,307
+8,569
+35% +$1.02M 0.06% 297
2023
Q4 		$2.56M Sell
24,738
-603
-2% -$59.6K 0.04% 397
2023
Q3 		$2.3M Buy
25,341
+7,331
+41% +$646K 0.04% 406
2023
Q2 		$1.46M Buy
18,010
+4,856
+37% +$397K 0.03% 557
2023
Q1 		$1.05M Sell
13,154
-43,154
-77% -$3.06M 0.02% 598
2022
Q4 		$3.81M Buy
56,308
+674
+1% +$39.5K 0.1% 194
2022
Q3 		$2.77M Buy
55,634
+658
+1% +$35.2K 0.09% 214
2022
Q2 		$3.06M Buy
54,976
+1,730
+3% +$96K 0.1% 197
2022
Q1 		$2.96M Buy
53,246
+2,990
+6% +$153K 0.09% 197
2021
Q4 		$2.81M Buy
50,256
+4,298
+9% +$233K 0.08% 206
2021
Q3 		$2.21M Buy
45,958
+1,838
+4% +$88.9K 0.07% 230
2021
Q2 		$1.85M Buy
44,120
+3,862
+10% +$150K 0.07% 232
2021
Q1 		$1.36M Buy
40,258
+3,284
+9% +$117K 0.06% 244
2020
Q4 		$1.29M Buy
36,974
+3,382
+10% +$117K 0.06% 207
2020
Q3 		$1.17M Sell
33,592
-532
-2% -$17.7K 0.07% 188
2020
Q2 		$1.12M Buy
34,124
+3,876
+13% +$124K 0.08% 157
2020
Q1 		$910K Buy
30,248
+1,780
+6% +$53K 0.08% 148
2019
Q4 		$824K Buy
28,468
+9,620
+51% +$266K 0.07% 179
2019
Q3 		$487K Buy
18,848
+7,496
+66% +$190K 0.05% 212
2019
Q2 		$293K Buy
+11,352
New +$281K 0.04% 279

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

Integrated Wealth Concepts's NVO Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Novo Nordisk (NVO) stake by 60% in Q1 2026, buying an estimated $432K and bringing the position to 24,333 shares worth $894K. The position accounts for 0.01% of the portfolio, ranked #1184.

Integrated Wealth Concepts first reported a position in NVO in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.65M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Integrated Wealth Concepts held 24,333 shares of Novo Nordisk worth $894K as of Q1 2026.
  • Integrated Wealth Concepts bought 9,111 Novo Nordisk shares in Q1 2026, an estimated $432K.
  • Novo Nordisk made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1184 holding.
  • Integrated Wealth Concepts first reported a position in Novo Nordisk in Q2 2019 and has held it in 28 quarters since.
  • Integrated Wealth Concepts's Novo Nordisk position peaked at $4.65M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.