JPL Wealth Management’s Novo Nordisk NVO Stock Holding History

JPL 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	$14.6K	Buy	+396	New	+$18.8K	﹤0.01%	457
2025 Q4	–	Sell	-1,148	Closed	-$63.7K	–	785
2025 Q3	$63.7K	Buy	+1,148	New	+$67.2K	0.02%	222
2025 Q1	–	Sell	-3,475	Closed	-$299K	–	116
2024 Q4	$299K	Buy	+3,475	New	+$376K	0.09%	107
2024 Q2	$710K	Sell	4,972 -28	-0.6%	-$3.71K	0.35%	70
2024 Q1	$642K	Buy	5,000 +1,405	+39%	+$167K	0.35%	73
2023 Q4	$372K	Buy	+3,595	New	+$356K	0.27%	84

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

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

JPL Wealth Management opened a new position in Novo Nordisk (NVO) in Q1 2026: 396 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in NVO as recently as Q3 2025.

JPL Wealth Management first reported a position in NVO in Q4 2023 and has held it in 6 quarters since. The position peaked at $710K in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

JPL Wealth Management held 396 shares of Novo Nordisk worth $14.6K as of Q1 2026.
Novo Nordisk was a new JPL Wealth Management position in Q1 2026.
Novo Nordisk made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #457 holding.
JPL Wealth Management first reported a position in Novo Nordisk in Q4 2023 and has held it in 6 quarters since.
JPL Wealth Management's Novo Nordisk position peaked at $710K in Q2 2024.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.