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 		– Sell
-12,400
Closed -$631K – 6109
2025
Q4 		$631K Buy
12,400
+7,100
+134% +$363K ﹤0.01% 4505
2025
Q3 		$294K Buy
+5,300
New +$310K ﹤0.01% 5063

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.