Jeppson Wealth Management’s Novo Nordisk NVO Stock Holding History

Jeppson 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	$331K	Buy	+9,019	New	+$427K	0.1%	166

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

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

Jeppson Wealth Management opened a new position in Novo Nordisk (NVO) in Q1 2026: 9,019 shares worth $331K. The stake represents 0.1% of the portfolio and ranks #166 among its holdings.

1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Jeppson Wealth Management held 9,019 shares of Novo Nordisk worth $331K as of Q1 2026.
Novo Nordisk was a new Jeppson Wealth Management position in Q1 2026.
Novo Nordisk made up 0.1% of Jeppson Wealth Management's portfolio in Q1 2026, its #166 holding.
1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.