LPL Financial
NVO

LPL Financial’s Novo Nordisk NVO Stock Holding History

LPL Financial’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 		$48.6M Buy
1,322,929
+100,264
+8% +$4.75M 0.01% 934
2025
Q4 		$62.2M Sell
1,222,665
-176,868
-13% -$9.04M 0.02% 771
2025
Q3 		$77.7M Sell
1,399,533
-86,886
-6% -$5.09M 0.02% 637
2025
Q2 		$103M Buy
1,486,419
+107,212
+8% +$7.29M 0.03% 472
2025
Q1 		$95.6M Buy
1,379,207
+23,140
+2% +$1.91M 0.04% 439
2024
Q4 		$117M Sell
1,356,067
-6,715
-0.5% -$726K 0.05% 351
2024
Q3 		$162M Buy
1,362,782
+47,496
+4% +$6.33M 0.07% 238
2024
Q2 		$188M Buy
1,315,286
+140,671
+12% +$18.6M 0.09% 191
2024
Q1 		$151M Buy
1,174,615
+237,444
+25% +$28.3M 0.08% 220
2023
Q4 		$97M Buy
937,171
+176,325
+23% +$17.4M 0.06% 293
2023
Q3 		$69.2M Buy
760,846
+158,628
+26% +$14M 0.05% 346
2023
Q2 		$48.7M Buy
602,218
+89,402
+17% +$7.3M 0.03% 459
2023
Q1 		$40.8M Buy
512,816
+30,052
+6% +$2.13M 0.03% 474
2022
Q4 		$32.7M Buy
482,764
+11,844
+3% +$694K 0.03% 512
2022
Q3 		$23.5M Buy
470,920
+33,124
+8% +$1.77M 0.02% 580
2022
Q2 		$24.4M Sell
437,796
-1,492
-0.3% -$82.8K 0.02% 570
2022
Q1 		$24.4M Buy
439,288
+5,316
+1% +$273K 0.02% 589
2021
Q4 		$24.3M Sell
433,972
-1,036
-0.2% -$56.1K 0.02% 603
2021
Q3 		$20.9M Buy
435,008
+52,214
+14% +$2.52M 0.02% 613
2021
Q2 		$16M Buy
382,794
+35,228
+10% +$1.37M 0.02% 677
2021
Q1 		$11.7M Buy
347,566
+12,316
+4% +$439K 0.01% 752
2020
Q4 		$11.7M Buy
335,250
+65,560
+24% +$2.27M 0.02% 682
2020
Q3 		$9.36M Buy
269,690
+27,328
+11% +$911K 0.01% 676
2020
Q2 		$7.93M Sell
242,362
-20,158
-8% -$643K 0.01% 675
2020
Q1 		$7.9M Sell
262,520
-25,330
-9% -$754K 0.02% 586
2019
Q4 		$8.33M Sell
287,850
-34,902
-11% -$966K 0.02% 645
2019
Q3 		$8.34M Buy
322,752
+41,618
+15% +$1.05M 0.02% 600
2019
Q2 		$7.17M Buy
281,134
+32,906
+13% +$813K 0.02% 637
2019
Q1 		$6.49M Buy
248,228
+18,470
+8% +$454K 0.01% 657
2018
Q4 		$5.29M Buy
229,758
+50,990
+29% +$1.13M 0.01% 665
2018
Q3 		$4.21M Buy
178,768
+2,318
+1% +$56.6K 0.01% 820
2018
Q2 		$4.07M Sell
176,450
-5,978
-3% -$142K 0.01% 798
2018
Q1 		$4.49M Buy
182,428
+71,174
+64% +$1.87M 0.01% 739
2017
Q4 		$2.99M Sell
111,254
-20,280
-15% -$516K 0.01% 862
2017
Q3 		$3.17M Buy
131,534
+64,570
+96% +$1.46M 0.01% 779
2017
Q2 		$1.44M Buy
66,964
+52,724
+370% +$1.06M 0.01% 1139
2017
Q1 		$245K Sell
14,240
-15,312
-52% -$267K ﹤0.01% 2354
2016
Q4 		$531K Buy
29,552
+820
+3% +$14.9K ﹤0.01% 1705
2016
Q3 		$584K Buy
28,732
+3,652
+15% +$90.5K 0.01% 1574
2016
Q2 		$675K Sell
25,080
-145,028
-85% -$3.98M 0.01% 1436
2016
Q1 		$4.69M Sell
170,108
-6,678
-4% -$179K 0.01% 748
2015
Q4 		$5.13M Buy
176,786
+80,700
+84% +$2.23M 0.01% 709
2015
Q3 		$2.65M Buy
96,086
+8,130
+9% +$230K 0.01% 710
2015
Q2 		$2.41M Buy
87,956
+15,334
+21% +$431K 0.01% 818
2015
Q1 		$1.98M Sell
72,622
-3,508
-5% -$80.8K 0.01% 915
2014
Q4 		$1.61M Sell
76,130
-12,356
-14% -$276K 0.01% 1016
2014
Q3 		$2.12M Sell
88,486
-23,554
-21% -$542K 0.01% 832
2014
Q2 		$2.59M Sell
112,040
-18,732
-14% -$414K 0.02% 744
2014
Q1 		$2.98M Sell
130,772
-69,278
-35% -$1.48M 0.02% 646
2013
Q4 		$3.7M Buy
200,050
+25,950
+15% +$452K 0.02% 542
2013
Q3 		$2.95M Buy
174,100
+10,740
+7% +$181K 0.02% 607
2013
Q2 		$2.53M Buy
+163,360
New +$2.72M 0.02% 616

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

LPL Financial's NVO Position: Q1 2026 in Review

LPL Financial increased its Novo Nordisk (NVO) stake by 8.2% in Q1 2026, buying an estimated $4.75M and bringing the position to 1,322,929 shares worth $48.6M. The position accounts for 0.01% of the portfolio, ranked #934.

LPL Financial first reported a position in NVO in Q2 2013 and has held it in 52 quarters since. The position peaked at $188M in Q2 2024. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • LPL Financial held 1,322,929 shares of Novo Nordisk worth $48.6M as of Q1 2026.
  • LPL Financial bought 100,264 Novo Nordisk shares in Q1 2026, an estimated $4.75M.
  • Novo Nordisk made up 0.01% of LPL Financial's portfolio in Q1 2026, its #934 holding.
  • LPL Financial first reported a position in Novo Nordisk in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Novo Nordisk position peaked at $188M in Q2 2024.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.