Key Financial Inc’s Novo Nordisk NVO Stock Holding History

Key Financial Inc’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	$142K	Sell	3,872 -4	-0.1%	-$190	0.03%	347
2025 Q4	$197K	Sell	3,876 -60	-2%	-$3.07K	0.04%	288
2025 Q3	$233K	Buy	3,936 +4	+0.1%	+$234	0.04%	268
2025 Q2	$271K	Hold	3,932	–	–	0.05%	240
2025 Q1	$273K	Hold	3,932	–	–	0.06%	222
2024 Q4	$338K	Buy	3,932 +60	+2%	+$6.49K	0.08%	187
2024 Q3	$461K	Hold	3,872	–	–	0.1%	162
2024 Q2	$553K	Hold	3,872	–	–	0.13%	137
2024 Q1	$497K	Sell	3,872 -458	-11%	-$54.5K	0.13%	138
2023 Q4	$448K	Buy	4,330 +340	+9%	+$33.6K	0.12%	136
2023 Q3	$363K	Hold	3,990	–	–	0.12%	141
2023 Q2	$323K	Hold	3,990	–	–	0.11%	156
2023 Q1	$317K	Hold	3,990	–	–	0.12%	146
2022 Q4	$199K	Hold	3,990	–	–	0.09%	165
2022 Q3	$199K	Hold	3,990	–	–	0.09%	167
2022 Q2	$223K	Hold	3,990	–	–	0.12%	139
2022 Q1	$222K	Hold	3,990	–	–	0.11%	149
2021 Q4	$223K	Hold	3,990	–	–	0.11%	144
2021 Q3	$192K	Hold	3,990	–	–	0.11%	153
2021 Q2	$185K	Hold	3,990	–	–	0.1%	160
2021 Q1	$135K	Hold	3,990	–	–	0.09%	169
2020 Q4	$139K	Buy	+3,990	New	+$138K	0.1%	152
2020 Q2	–	Sell	-3,990	Closed	-$120K	–	445
2020 Q1	$120K	Buy	+3,990	New	+$119K	0.12%	132

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

Key Financial Inc's NVO Position: Q1 2026 in Review

Key Financial Inc reduced its Novo Nordisk (NVO) stake by 0.1% in Q1 2026, selling an estimated $190 and leaving 3,872 shares worth $142K. The position accounts for 0.03% of the portfolio, ranked #347.

Key Financial Inc first reported a position in NVO in Q1 2020 and has held it in 23 quarters since. The position peaked at $553K in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Key Financial Inc held 3,872 shares of Novo Nordisk worth $142K as of Q1 2026.
Key Financial Inc sold 4 Novo Nordisk shares in Q1 2026, an estimated $190.
Novo Nordisk made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #347 holding.
Key Financial Inc first reported a position in Novo Nordisk in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Novo Nordisk position peaked at $553K in Q2 2024.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.