KPWS
NVO

Kestra Private Wealth Services’s Novo Nordisk NVO Stock Holding History

Kestra Private Wealth 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 		$1.54M Buy
42,003
+11,661
+38% +$553K 0.02% 643
2025
Q4 		$1.54M Buy
30,342
+8,795
+41% +$450K 0.02% 633
2025
Q3 		$1.2M Sell
21,547
-4,308
-17% -$252K 0.02% 706
2025
Q2 		$1.78M Sell
25,855
-33,676
-57% -$2.29M 0.03% 530
2025
Q1 		$4.13M Buy
59,531
+10,891
+22% +$900K 0.07% 287
2024
Q4 		$4.18M Buy
48,640
+13,331
+38% +$1.44M 0.07% 275
2024
Q3 		$4.2M Sell
35,309
-4,832
-12% -$644K 0.08% 263
2024
Q2 		$5.73M Sell
40,141
-1,111
-3% -$147K 0.11% 199
2024
Q1 		$5.3M Buy
41,252
+2,419
+6% +$288K 0.12% 192
2023
Q4 		$4.02M Buy
38,833
+16,625
+75% +$1.64M 0.1% 218
2023
Q3 		$2.02M Buy
22,208
+6,340
+40% +$558K 0.06% 307
2023
Q2 		$1.28M Sell
15,868
-1,020
-6% -$83.3K 0.04% 385
2023
Q1 		$1.34M Sell
16,888
-338
-2% -$24K 0.05% 345
2022
Q4 		$1.17M Sell
17,226
-4,598
-21% -$270K 0.06% 336
2022
Q3 		$1.09M Sell
21,824
-810
-4% -$43.4K 0.06% 319
2022
Q2 		$1.26M Buy
22,634
+2,876
+15% +$160K 0.07% 297
2022
Q1 		$1.1M Buy
19,758
+776
+4% +$39.8K 0.05% 354
2021
Q4 		$1.06M Sell
18,982
-100
-0.5% -$5.42K 0.05% 369
2021
Q3 		$916K Sell
19,082
-378
-2% -$18.3K 0.05% 376
2021
Q2 		$815K Buy
19,460
+7,372
+61% +$286K 0.05% 387
2021
Q1 		$407K Sell
12,088
-806
-6% -$28.7K 0.03% 509
2020
Q4 		$453K Buy
12,894
+6,506
+102% +$225K 0.03% 458
2020
Q3 		$222K Buy
+6,388
New +$213K 0.02% 572

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 Private Wealth Services's NVO Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Novo Nordisk (NVO) stake by 38% in Q1 2026, buying an estimated $553K and bringing the position to 42,003 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #643.

Kestra Private Wealth Services first reported a position in NVO in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.73M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Kestra Private Wealth Services held 42,003 shares of Novo Nordisk worth $1.54M as of Q1 2026.
  • Kestra Private Wealth Services bought 11,661 Novo Nordisk shares in Q1 2026, an estimated $553K.
  • Novo Nordisk made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #643 holding.
  • Kestra Private Wealth Services first reported a position in Novo Nordisk in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Novo Nordisk position peaked at $5.73M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.