JSW
NVO

Journey Strategic Wealth’s Novo Nordisk NVO Stock Holding History

Journey Strategic Wealth’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 		– Sell
-4,035
Closed -$205K – 866
2025
Q4 		$205K Sell
4,035
-8
-0.2% -$409 0.01% 706
2025
Q3 		$224K Sell
4,043
-2,912
-42% -$170K 0.01% 608
2025
Q2 		$480K Sell
6,955
-2,451
-26% -$167K 0.02% 301
2025
Q1 		$653K Buy
9,406
+1,444
+18% +$119K 0.02% 189
2024
Q4 		$685K Sell
7,962
-1,862
-19% -$201K 0.03% 171
2024
Q3 		$1.17M Buy
9,824
+989
+11% +$132K 0.04% 113
2024
Q2 		$1.26M Buy
8,835
+2,043
+30% +$271K 0.05% 73
2024
Q1 		$872K Buy
6,792
+3,219
+90% +$383K 0.04% 86
2023
Q4 		$370K Buy
3,573
+1,267
+55% +$125K 0.02% 116
2023
Q3 		$210K Buy
+2,306
New +$203K 0.01% 166
2023
Q2 		– Sell
-3,208
Closed -$255K – 249
2023
Q1 		$255K Sell
3,208
-176
-5% -$12.5K 0.03% 188
2022
Q4 		$229K Buy
+3,384
New +$198K 0.03% 182

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

Journey Strategic Wealth's NVO Position: Q1 2026 in Review

Journey Strategic Wealth sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 4,035 shares — an estimated $205K sold.

Journey Strategic Wealth first reported a position in NVO in Q4 2022 and held it in 12 quarters. The position peaked at $1.26M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Journey Strategic Wealth reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Journey Strategic Wealth sold 4,035 Novo Nordisk shares in Q1 2026, an estimated $205K.
  • Journey Strategic Wealth first reported a position in Novo Nordisk in Q4 2022 and held it in 12 quarters.
  • Journey Strategic Wealth's Novo Nordisk position peaked at $1.26M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.