Level Four Advisory Services’s Novo Nordisk NVO Stock Holding History

Level Four Advisory Services’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	$7.68M	Buy	208,855 +114,729	+122%	+$5.44M	0.25%	102
2025 Q4	$4.79M	Sell	94,126 -65,681	-41%	-$3.36M	0.16%	175
2025 Q3	$8.87M	Buy	159,807 +423	+0.3%	+$24.8K	0.3%	72
2025 Q2	$11M	Buy	159,384 +24,481	+18%	+$1.67M	0.41%	50
2025 Q1	$9.37M	Buy	134,903 +53,744	+66%	+$4.44M	0.39%	52
2024 Q4	$6.98M	Sell	81,159 -16,610	-17%	-$1.8M	0.29%	91
2024 Q3	$10.9M	Buy	97,769 +29,270	+43%	+$3.9M	0.46%	37
2024 Q2	$9.78M	Buy	68,499 +13,882	+25%	+$1.84M	0.44%	42
2024 Q1	$5.65M	Buy	54,617 +499	+0.9%	+$59.4K	0.31%	74
2023 Q4	$5.6M	Buy	54,118 +2,790	+5%	+$276K	0.31%	72
2023 Q3	$4.67M	Buy	51,328 +8,782	+21%	+$774K	0.3%	81
2023 Q2	$3.44M	Sell	42,546 -3,596	-8%	-$294K	0.21%	119
2023 Q1	$3.67M	Buy	46,142 +3,860	+9%	+$274K	0.24%	105
2022 Q4	$2.86M	Sell	42,282 -1,578	-4%	-$92.5K	0.21%	117
2022 Q3	$2.19M	Buy	43,860 +2,302	+6%	+$123K	0.21%	123
2022 Q2	$2.31M	Buy	41,558 +5,184	+14%	+$288K	0.22%	123
2022 Q1	$2.02M	Sell	36,374 -1,514	-4%	-$77.7K	0.16%	147
2021 Q4	$2.12M	Buy	37,888 +338	+0.9%	+$18.3K	0.16%	149
2021 Q3	$1.8M	Buy	37,550 +1,206	+3%	+$58.3K	0.19%	131
2021 Q2	$1.52M	Buy	36,344 +1,454	+4%	+$56.4K	0.11%	210
2021 Q1	$1.18M	Buy	34,890 +5,374	+18%	+$191K	0.09%	242
2020 Q4	$1.03M	Buy	29,516 +924	+3%	+$31.9K	0.08%	242
2020 Q3	$993K	Sell	28,592 -28,754	-50%	-$958K	0.08%	244
2020 Q2	$1.87M	Sell	57,346 -3,518	-6%	-$112K	0.15%	157
2020 Q1	$1.83M	Buy	60,864 +29,484	+94%	+$878K	0.22%	116
2019 Q4	$905K	Buy	31,380 +5,142	+20%	+$142K	0.04%	294
2019 Q3	$678K	Buy	26,238 +556	+2%	+$14.1K	0.07%	269
2019 Q2	$655K	Buy	25,682 +3,058	+14%	+$75.6K	0.07%	278
2019 Q1	$592K	Buy	22,624 +280	+1%	+$6.88K	0.07%	277
2018 Q4	$515K	Buy	22,344 +1,218	+6%	+$27.1K	0.06%	288
2018 Q3	$498K	Sell	21,126 -154	-0.7%	-$3.76K	0.05%	341
2018 Q2	$491K	Buy	21,280 +1,730	+9%	+$41.1K	0.04%	387
2018 Q1	$481K	Buy	19,550 +3,136	+19%	+$82.3K	0.04%	362
2017 Q4	$440K	Sell	16,414 -658	-4%	-$16.7K	0.03%	382
2017 Q3	$411K	Sell	17,072 -14,188	-45%	-$321K	0.04%	362
2017 Q2	$558K	Sell	31,260 -370	-1%	-$7.47K	0.09%	235
2017 Q1	$564K	Sell	31,630 -40,374	-56%	-$703K	0.06%	298
2016 Q4	$1.29M	Buy	+72,004	New	+$1.31M	0.16%	137

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

Level Four Advisory Services's NVO Position: Q1 2026 in Review

Level Four Advisory Services increased its Novo Nordisk (NVO) stake by 122% in Q1 2026, buying an estimated $5.44M and bringing the position to 208,855 shares worth $7.68M. The position accounts for 0.25% of the portfolio, ranked #102.

Level Four Advisory Services first reported a position in NVO in Q4 2016 and has held it in 38 quarters since. The position peaked at $11M in Q2 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Level Four Advisory Services held 208,855 shares of Novo Nordisk worth $7.68M as of Q1 2026.
Level Four Advisory Services bought 114,729 Novo Nordisk shares in Q1 2026, an estimated $5.44M.
Novo Nordisk made up 0.25% of Level Four Advisory Services's portfolio in Q1 2026, its #102 holding.
Level Four Advisory Services first reported a position in Novo Nordisk in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's Novo Nordisk position peaked at $11M in Q2 2025.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.