LJI Wealth Management’s Novo Nordisk NVO Stock Holding History

LJI Wealth Management’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	-4,239	Closed	-$216K	–	203
2025 Q4	$216K	Buy	4,239 +309	+8%	+$15.8K	0.03%	180
2025 Q3	$218K	Sell	3,930 -1,200	-23%	-$70.2K	0.04%	164
2025 Q2	$354K	Buy	5,130 +500	+11%	+$34K	0.06%	130
2025 Q1	$322K	Buy	4,630 +700	+18%	+$57.8K	0.06%	129
2024 Q4	$338K	Sell	3,930 -300	-7%	-$32.4K	0.07%	122
2024 Q3	$504K	Sell	4,230 -150	-3%	-$20K	0.1%	105
2024 Q2	$625K	Buy	4,380 +150	+4%	+$19.9K	0.14%	76
2024 Q1	$543K	Buy	4,230 +22	+0.5%	+$2.62K	0.14%	74
2023 Q4	$435K	Hold	4,208	–	–	0.11%	96
2023 Q3	$383K	Buy	4,208 +300	+8%	+$26.4K	0.11%	96
2023 Q2	$316K	Sell	3,908 -120	-3%	-$9.8K	0.09%	112
2023 Q1	$321K	Hold	4,028	–	–	0.1%	107
2022 Q4	$273K	Buy	+4,028	New	+$236K	0.1%	106

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

LJI Wealth Management's NVO Position: Q1 2026 in Review

LJI Wealth Management sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 4,239 shares — an estimated $216K sold.

LJI Wealth Management first reported a position in NVO in Q4 2022 and held it in 13 quarters. The position peaked at $625K in Q2 2024. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

LJI Wealth Management reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
LJI Wealth Management sold 4,239 Novo Nordisk shares in Q1 2026, an estimated $216K.
LJI Wealth Management first reported a position in Novo Nordisk in Q4 2022 and held it in 13 quarters.
LJI Wealth Management's Novo Nordisk position peaked at $625K in Q2 2024.
1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.