Legacy Capital Group California’s Novo Nordisk NVO Stock Holding History

Legacy Capital Group California’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	$371K	Sell	10,094 -9,600	-49%	-$455K	0.14%	211
2025 Q4	$1M	Buy	19,694 +560	+3%	+$28.6K	0.24%	106
2025 Q3	$1.06M	Buy	19,134 +8,031	+72%	+$470K	0.27%	93
2025 Q2	$766K	Sell	11,103 -3,177	-22%	-$216K	0.21%	123
2025 Q1	$992K	Buy	14,280 +7,778	+120%	+$642K	0.35%	61
2024 Q4	$559K	Sell	6,502 -1,108	-15%	-$120K	0.17%	158
2024 Q3	$906K	Sell	7,610 -6,999	-48%	-$933K	0.3%	89
2024 Q2	$2.09M	Sell	14,609 -669	-4%	-$88.7K	0.75%	21
2024 Q1	$1.96M	Sell	15,278 -235	-2%	-$28K	0.72%	22
2023 Q4	$1.6M	Sell	15,513 -483	-3%	-$47.8K	0.62%	26
2023 Q3	$1.45M	Buy	15,996 +9,044	+130%	+$797K	0.62%	26
2023 Q2	$563K	Buy	6,952 +2,688	+63%	+$220K	0.23%	130
2023 Q1	$339K	Buy	+4,264	New	+$302K	0.17%	175

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

Legacy Capital Group California's NVO Position: Q1 2026 in Review

Legacy Capital Group California reduced its Novo Nordisk (NVO) stake by 49% in Q1 2026, selling an estimated $455K and leaving 10,094 shares worth $371K. The position accounts for 0.14% of the portfolio, ranked #211.

Legacy Capital Group California first reported a position in NVO in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.09M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Legacy Capital Group California held 10,094 shares of Novo Nordisk worth $371K as of Q1 2026.
Legacy Capital Group California sold 9,600 Novo Nordisk shares in Q1 2026, an estimated $455K.
Novo Nordisk made up 0.14% of Legacy Capital Group California's portfolio in Q1 2026, its #211 holding.
Legacy Capital Group California first reported a position in Novo Nordisk in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's Novo Nordisk position peaked at $2.09M in Q2 2024.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.