Krilogy Financial’s Novo Nordisk NVO Stock Holding History

Krilogy Financial’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	-3,181	Closed	-$204K	–	1036
2025 Q4	$204K	Buy	+3,181	New	+$163K	0.01%	872
2023 Q2	–	Sell	-2,742	Closed	-$218K	–	334
2023 Q1	$218K	Buy	+2,742	New	+$194K	0.02%	374
2018 Q4	–	Sell	-1,050	Closed	-$25K	–	494
2018 Q3	$25K	Buy	+1,050	New	+$25.6K	0.01%	395
2018 Q2	–	Sell	-1,050	Closed	-$26K	–	473
2018 Q1	$26K	Hold	1,050	–	–	0.01%	413
2017 Q4	$28K	Hold	1,050	–	–	0.01%	397
2017 Q3	$25K	Hold	1,050	–	–	0.01%	449
2017 Q2	$23K	Hold	1,050	–	–	0.01%	423
2017 Q1	$19K	Hold	1,050	–	–	0.01%	429
2016 Q4	$19K	Sell	1,050 -550	-34%	-$9.97K	0.01%	429
2016 Q3	$33K	Hold	1,600	–	–	0.01%	371
2016 Q2	$43K	Buy	1,600 +1,050	+191%	+$28.8K	0.01%	324
2016 Q1	$15K	Buy	+550	New	+$14.7K	0.01%	424
2015 Q4	–	Sell	-550	Closed	-$15K	–	548
2015 Q3	$15K	Buy	+550	New	+$15.6K	0.01%	344

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

Krilogy Financial's NVO Position: Q1 2026 in Review

Krilogy Financial sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 3,181 shares — an estimated $204K sold.

Krilogy Financial first reported a position in NVO in Q3 2015 and held it in 13 quarters. The position peaked at $218K in Q1 2023. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Krilogy Financial reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Krilogy Financial sold 3,181 Novo Nordisk shares in Q1 2026, an estimated $204K.
Krilogy Financial first reported a position in Novo Nordisk in Q3 2015 and held it in 13 quarters.
Krilogy Financial's Novo Nordisk position peaked at $218K in Q1 2023.
1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.