LJAC
NVO

L.J. Altfest & Co’s Novo Nordisk NVO Stock Holding History

L.J. Altfest & Co’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
-19,377
Closed -$986K – 370
2025
Q4 		$986K Buy
19,377
+265
+1% +$13.6K 0.11% 133
2025
Q3 		$1.06M Sell
19,112
-14,915
-44% -$873K 0.12% 123
2025
Q2 		$2.35M Buy
34,027
+17,853
+110% +$1.21M 0.28% 66
2025
Q1 		$1.12M Buy
+16,174
New +$1.34M 0.14% 117
2024
Q4 		– Sell
-3,578
Closed -$426K – 357
2024
Q3 		$426K Buy
+3,578
New +$477K 0.06% 229
2023
Q1 		– Sell
-7,278
Closed -$493K – 284
2022
Q4 		$493K Buy
7,278
+34
+0.5% +$1.99K 0.08% 159
2022
Q3 		$361K Buy
+7,244
New +$388K 0.07% 178

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

L.J. Altfest & Co's NVO Position: Q1 2026 in Review

L.J. Altfest & Co sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 19,377 shares — an estimated $986K sold.

L.J. Altfest & Co first reported a position in NVO in Q3 2022 and held it in 7 quarters. The position peaked at $2.35M in Q2 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • L.J. Altfest & Co reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • L.J. Altfest & Co sold 19,377 Novo Nordisk shares in Q1 2026, an estimated $986K.
  • L.J. Altfest & Co first reported a position in Novo Nordisk in Q3 2022 and held it in 7 quarters.
  • L.J. Altfest & Co's Novo Nordisk position peaked at $2.35M in Q2 2025.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.