KAS
NVO

Kestra Advisory Services’s Novo Nordisk NVO Stock Holding History

Kestra Advisory Services’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 		$6.04M Buy
164,361
+17,511
+12% +$830K 0.02% 697
2025
Q4 		$7.47M Buy
146,850
+38,598
+36% +$1.97M 0.03% 530
2025
Q3 		$6.01M Sell
108,252
-18,444
-15% -$1.08M 0.03% 590
2025
Q2 		$8.74M Sell
126,696
-29,834
-19% -$2.03M 0.04% 422
2025
Q1 		$10.9M Buy
156,530
+17,562
+13% +$1.45M 0.05% 326
2024
Q4 		$12M Buy
138,968
+13,739
+11% +$1.49M 0.07% 307
2024
Q3 		$14.9M Sell
125,229
-19,866
-14% -$2.65M 0.08% 260
2024
Q2 		$19.3M Buy
145,095
+20,479
+16% +$2.71M 0.11% 202
2024
Q1 		$16M Buy
124,616
+23,641
+23% +$2.81M 0.11% 190
2023
Q4 		$10.4M Buy
100,975
+20,792
+26% +$2.06M 0.08% 262
2023
Q3 		$7.29M Buy
80,183
+29,823
+59% +$2.63M 0.07% 292
2023
Q2 		$4.07M Buy
50,360
+4,132
+9% +$338K 0.04% 433
2023
Q1 		$3.68M Sell
46,228
-49,230
-52% -$3.49M 0.04% 445
2022
Q4 		$6.46M Buy
95,458
+10,478
+12% +$614K 0.06% 347
2022
Q3 		$4.23M Buy
84,980
+5,656
+7% +$303K 0.05% 418
2022
Q2 		$4.42M Buy
79,324
+35,124
+79% +$1.95M 0.05% 392
2022
Q1 		$2.45M Buy
44,200
+6,278
+17% +$322K 0.03% 604
2021
Q4 		$2.12M Sell
37,922
-7,674
-17% -$416K 0.02% 655
2021
Q3 		$2.19M Buy
45,596
+6,550
+17% +$317K 0.02% 669
2021
Q2 		$1.64M Buy
39,046
+278
+0.7% +$10.8K 0.02% 729
2021
Q1 		$1.31M Buy
38,768
+16,706
+76% +$595K 0.02% 762
2020
Q4 		$774K Buy
22,062
+21,900
+13,519% +$757K 0.01% 989
2020
Q3 		$372K Buy
+162
New +$5.4K 0.01% 1007

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

Kestra Advisory Services's NVO Position: Q1 2026 in Review

Kestra Advisory Services increased its Novo Nordisk (NVO) stake by 12% in Q1 2026, buying an estimated $830K and bringing the position to 164,361 shares worth $6.04M. The position accounts for 0.02% of the portfolio, ranked #697.

Kestra Advisory Services first reported a position in NVO in Q3 2020 and has held it in 23 quarters since. The position peaked at $19.3M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Kestra Advisory Services held 164,361 shares of Novo Nordisk worth $6.04M as of Q1 2026.
  • Kestra Advisory Services bought 17,511 Novo Nordisk shares in Q1 2026, an estimated $830K.
  • Novo Nordisk made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #697 holding.
  • Kestra Advisory Services first reported a position in Novo Nordisk in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Novo Nordisk position peaked at $19.3M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.