KA
NVO

Kercheville Advisors’s Novo Nordisk NVO Stock Holding History

Kercheville Advisors’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
-6,300
Closed -$392K – 122
2025
Q4 		$392K Buy
+6,300
New +$322K 0.1% 86
2025
Q1 		– Sell
-5,250
Closed -$452K – 97
2024
Q4 		$452K Sell
5,250
-1,200
-19% -$130K 0.18% 63
2024
Q3 		$768K Sell
6,450
-500
-7% -$66.7K 0.32% 49
2024
Q2 		$992K Buy
6,950
+500
+8% +$66.3K 0.43% 39
2024
Q1 		$828K Buy
6,450
+900
+16% +$107K 0.39% 44
2023
Q4 		$574K Sell
5,550
-1,850
-25% -$183K 0.32% 43
2023
Q3 		$673K Buy
+7,400
New +$652K 0.43% 41

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Kercheville Advisors's NVO Position: Q1 2026 in Review

Kercheville Advisors sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 6,300 shares — an estimated $392K sold.

Kercheville Advisors first reported a position in NVO in Q3 2023 and held it in 7 quarters. The position peaked at $992K in Q2 2024. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Kercheville Advisors reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Kercheville Advisors sold 6,300 Novo Nordisk shares in Q1 2026, an estimated $392K.
  • Kercheville Advisors first reported a position in Novo Nordisk in Q3 2023 and held it in 7 quarters.
  • Kercheville Advisors's Novo Nordisk position peaked at $992K in Q2 2024.
  • 1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.