Kurt F. Somerville’s Novo Nordisk NVO Stock Holding History

Kurt F. Somerville’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	-8,975	Closed	-$457K	–	102
2025 Q4	$457K	Sell	8,975 -57,338	-86%	-$2.93M	0.08%	70
2025 Q3	$3.68M	Buy	66,313 +15,975	+32%	+$935K	0.61%	38
2025 Q2	$3.47M	Buy	50,338 +33,415	+197%	+$2.27M	0.59%	38
2025 Q1	$1.18M	Buy	16,923 +7,953	+89%	+$657K	0.2%	51
2024 Q4	$772K	Buy	8,970 +800	+10%	+$86.5K	0.13%	59
2024 Q3	$973K	Sell	8,170 -650	-7%	-$86.7K	0.16%	56
2024 Q2	$1.26M	Sell	8,820 -920	-9%	-$122K	0.21%	54
2024 Q1	$1.25M	Buy	9,740 +232	+2%	+$27.6K	0.21%	54
2023 Q4	$984K	Sell	9,508 -800	-8%	-$79.1K	0.19%	52
2023 Q3	$937K	Sell	10,308 -34	-0.3%	-$3K	0.19%	56
2023 Q2	$837K	Sell	10,342 -13,956	-57%	-$1.14M	0.16%	59
2023 Q1	$1.93M	Sell	24,298 -306	-1%	-$21.7K	0.35%	45
2022 Q4	$1.66M	Sell	24,604 -260	-1%	-$15.2K	0.32%	45
2022 Q3	$1.24M	Sell	24,864 -960	-4%	-$51.4K	0.25%	52
2022 Q2	$1.44M	Sell	25,824 -4,680	-15%	-$260K	0.27%	49
2022 Q1	$1.69M	Sell	30,504 -300	-1%	-$15.4K	0.27%	49
2021 Q4	$1.73M	Sell	30,804 -3,566	-10%	-$193K	0.24%	47
2021 Q3	$1.65M	Sell	34,370 -286	-0.8%	-$13.8K	0.25%	44
2021 Q2	$1.45M	Sell	34,656 -4	-0%	-$155	0.22%	49
2021 Q1	$1.17M	Hold	34,660	–	–	0.18%	51
2020 Q4	$1.21M	Hold	34,660	–	–	0.2%	51
2020 Q3	$1.2M	Hold	34,660	–	–	0.21%	53
2020 Q2	$1.14M	Sell	34,660 -10	-0%	-$319	0.21%	55
2020 Q1	$1.04M	Sell	34,670 -930	-3%	-$27.7K	0.23%	51
2019 Q4	$1.03M	Hold	35,600	–	–	0.19%	53
2019 Q3	$920K	Sell	35,600 -500	-1%	-$12.6K	0.18%	54
2019 Q2	$921K	Sell	36,100 -4,000	-10%	-$98.9K	0.18%	54
2019 Q1	$1.05M	Sell	40,100 -498	-1%	-$12.2K	0.21%	50
2018 Q4	$935K	Hold	40,598	–	–	0.21%	51
2018 Q3	$957K	Buy	40,598 +2,470	+6%	+$60.3K	0.19%	57
2018 Q2	$880K	Sell	38,128 -132	-0.3%	-$3.14K	0.19%	57
2018 Q1	$943K	Sell	38,260 -2,000	-5%	-$52.5K	0.21%	56
2017 Q4	$1.08M	Sell	40,260 -11,050	-22%	-$281K	0.22%	50
2017 Q3	$1.24M	Sell	51,310 -50	-0.1%	-$1.13K	0.25%	51
2017 Q2	$1.1M	Sell	51,360 -3,640	-7%	-$73.5K	0.22%	55
2017 Q1	$942K	Sell	55,000 -13,970	-20%	-$243K	0.2%	58
2016 Q4	$1.24M	Sell	68,970 -10,570	-13%	-$192K	0.27%	56
2016 Q3	$1.66M	Sell	79,540 -2,800	-3%	-$69.4K	0.36%	50
2016 Q2	$2.21M	Sell	82,340 -200	-0.2%	-$5.49K	0.5%	46
2016 Q1	$2.24M	Sell	82,540 -1,390	-2%	-$37.2K	0.51%	45
2015 Q4	$2.44M	Buy	83,930 +31,130	+59%	+$862K	0.56%	44
2015 Q3	$1.43M	Sell	52,800 -150	-0.3%	-$4.25K	0.37%	50
2015 Q2	$1.45M	Sell	52,950 -50	-0.1%	-$1.41K	0.33%	54
2015 Q1	$1.41M	Buy	53,000 +22,200	+72%	+$511K	0.32%	55
2014 Q4	$651K	Sell	30,800 -50	-0.2%	-$1.12K	0.16%	76
2014 Q3	$734K	Hold	30,850	–	–	0.3%	59
2014 Q2	$713K	Hold	30,850	–	–	0.28%	63
2014 Q1	$704K	Sell	30,850 -400	-1%	-$8.52K	0.28%	61
2013 Q4	$577K	Buy	31,250 +1,080	+4%	+$18.8K	0.22%	71
2013 Q3	$511K	Sell	30,170 -3,250	-10%	-$54.7K	0.2%	73
2013 Q2	$517K	Buy	+33,420	New	+$556K	0.22%	70

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

Kurt F. Somerville's NVO Position: Q1 2026 in Review

Kurt F. Somerville sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 8,975 shares — an estimated $457K sold.

Kurt F. Somerville first reported a position in NVO in Q2 2013 and held it in 51 quarters. The position peaked at $3.68M in Q3 2025. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Kurt F. Somerville reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Kurt F. Somerville sold 8,975 Novo Nordisk shares in Q1 2026, an estimated $457K.
Kurt F. Somerville first reported a position in Novo Nordisk in Q2 2013 and held it in 51 quarters.
Kurt F. Somerville's Novo Nordisk position peaked at $3.68M in Q3 2025.
1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.