Laurel Wealth Advisors (North Carolina)’s Novo Nordisk NVO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-3,233	Closed	-$164K	–	486
2025 Q4	$164K	Buy	+3,233	New	+$165K	0.02%	202
2025 Q3	–	Sell	-3,255	Closed	-$225K	–	179
2025 Q2	$225K	Hold	3,255	–	–	0.03%	181
2025 Q1	$226K	Hold	3,255	–	–	0.04%	167
2024 Q4	$280K	Buy	3,255 +1	+0%	+$108	0.04%	152
2024 Q3	$387K	Buy	3,254 +44	+1%	+$5.87K	0.06%	133
2024 Q2	$458K	Hold	3,210	–	–	0.08%	128
2024 Q1	$412K	Hold	3,210	–	–	0.07%	132
2023 Q4	$332K	Hold	3,210	–	–	0.06%	137
2023 Q3	$292K	Hold	3,210	–	–	0.06%	140
2023 Q2	$260K	Hold	3,210	–	–	0.05%	150
2023 Q1	$255K	Hold	3,210	–	–	0.05%	152
2022 Q4	$217K	Hold	3,210	–	–	0.05%	155
2022 Q3	$160K	Hold	3,210	–	–	0.04%	174
2022 Q2	$179K	Hold	3,210	–	–	0.04%	165
2022 Q1	$178K	Hold	3,210	–	–	0.04%	177
2021 Q4	$180K	Hold	3,210	–	–	0.04%	174
2021 Q3	$154K	Hold	3,210	–	–	0.03%	186
2021 Q2	$134K	Hold	3,210	–	–	0.03%	194
2021 Q1	$108K	Hold	3,210	–	–	0.03%	200
2020 Q4	$112K	Hold	3,210	–	–	0.03%	184
2020 Q3	$111K	Hold	3,210	–	–	0.03%	174
2020 Q2	$105K	Hold	3,210	–	–	0.03%	172
2020 Q1	$97K	Hold	3,210	–	–	0.04%	166
2019 Q4	$93K	Sell	3,210 -1,800	-36%	-$49.8K	0.03%	188
2019 Q3	$130K	Hold	5,010	–	–	0.04%	160
2019 Q2	$128K	Hold	5,010	–	–	0.05%	160
2019 Q1	$131K	Buy	5,010 +2,800	+127%	+$68.8K	0.05%	158
2018 Q4	$51K	Buy	+2,210	New	+$49.1K	0.02%	215

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

Laurel Wealth Advisors (North Carolina)'s NVO Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 3,233 shares — an estimated $164K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in NVO in Q4 2018 and held it in 28 quarters. The position peaked at $458K in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 3,233 Novo Nordisk shares in Q1 2026, an estimated $164K.
Laurel Wealth Advisors (North Carolina) first reported a position in Novo Nordisk in Q4 2018 and held it in 28 quarters.
Laurel Wealth Advisors (North Carolina)'s Novo Nordisk position peaked at $458K in Q2 2024.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.