MIP
NVO

Marietta Investment Partners’s Novo Nordisk NVO Stock Holding History

Marietta Investment Partners’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
-82,999
Closed -$4.22M – 167
2025
Q4 		$4.22M Sell
82,999
-16,311
-16% -$834K 0.84% 36
2025
Q3 		$5.51M Sell
99,310
-22,649
-19% -$1.33M 1.06% 28
2025
Q2 		$8.42M Sell
121,959
-9,285
-7% -$632K 1.84% 14
2025
Q1 		$9.11M Sell
131,244
-14,454
-10% -$1.19M 2.2% 11
2024
Q4 		$12.5M Sell
145,698
-19,595
-12% -$2.12M 2.76% 6
2024
Q3 		$19.7M Sell
165,293
-1,144
-0.7% -$153K 4.18% 3
2024
Q2 		$23.8M Sell
166,437
-2,800
-2% -$371K 5.22% 3
2024
Q1 		$21.7M Buy
169,237
+213
+0.1% +$25.4K 4.75% 3
2023
Q4 		$17.5M Buy
169,024
+14,982
+10% +$1.48M 4.35% 3
2023
Q3 		$14M Buy
154,042
+1,818
+1% +$160K 3.93% 3
2023
Q2 		$12.3M Buy
152,224
+29,122
+24% +$2.38M 3.19% 4
2023
Q1 		$9.8M Sell
123,102
-3,070
-2% -$218K 2.73% 6
2022
Q4 		$8.54M Sell
126,172
-18
-0% -$1.05K 2.42% 8
2022
Q3 		$7.09M Sell
126,190
-1,496
-1% -$80.1K 2.11% 13
2022
Q2 		$7.11M Buy
127,686
+1,372
+1% +$76.1K 2.12% 10
2022
Q1 		$7.01M Sell
126,314
-2,160
-2% -$111K 1.6% 17
2021
Q4 		$7.2M Buy
128,474
+1,940
+2% +$105K 1.52% 17
2021
Q3 		$6.07M Buy
126,534
+540
+0.4% +$26.1K 1.39% 21
2021
Q2 		$5.28M Sell
125,994
-6,200
-5% -$240K 1.2% 27
2021
Q1 		$4.46M Sell
132,194
-708
-0.5% -$25.2K 1.1% 30
2020
Q4 		$4.64M Buy
132,902
+816
+0.6% +$28.2K 1.18% 30
2020
Q3 		$4.58M Buy
132,086
+17,352
+15% +$578K 1.39% 24
2020
Q2 		$3.76M Buy
114,734
+16,884
+17% +$539K 1.25% 25
2020
Q1 		$2.94M Buy
97,850
+14,190
+17% +$423K 1.26% 24
2019
Q4 		$2.42M Buy
83,660
+1,400
+2% +$38.8K 0.79% 36
2019
Q3 		$2.13M Hold
82,260
– – 0.73% 32
2019
Q2 		$2.1M Sell
82,260
-10,200
-11% -$252K 0.69% 38
2019
Q1 		$2.42M Hold
92,460
– – 0.76% 44
2018
Q4 		$2.13M Sell
92,460
-22,200
-19% -$493K 0.81% 42
2018
Q3 		$2.7M Hold
114,660
– – 0.8% 41
2018
Q2 		$2.64M Hold
114,660
– – 0.82% 36
2018
Q1 		$2.82M Hold
114,660
– – 0.85% 36
2017
Q4 		$3.08M Hold
114,660
– – 0.87% 36
2017
Q3 		$2.76M Hold
114,660
– – 0.83% 40
2017
Q2 		$2.46M Sell
114,660
-2,000
-2% -$40.4K 0.79% 41
2017
Q1 		$2M Sell
116,660
-96,014
-45% -$1.67M 0.67% 45
2016
Q4 		$3.81M Sell
212,674
-56,918
-21% -$1.03M 1.34% 30
2016
Q3 		$5.61M Sell
269,592
-108,174
-29% -$2.68M 1.82% 18
2016
Q2 		$10.2M Sell
377,766
-2,800
-0.7% -$76.8K 3.63% 3
2016
Q1 		$10.3M Sell
380,566
-5,144
-1% -$138K 4.25% 2
2015
Q4 		$11.2M Sell
385,710
-328
-0.1% -$9.08K 4.52% 2
2015
Q3 		$10.7M Buy
386,038
+4,490
+1% +$127K 4.16% 2
2015
Q2 		$10.4M Sell
381,548
-8,836
-2% -$248K 4.06% 2
2015
Q1 		$10.4M Sell
390,384
-8,550
-2% -$197K 4.08% 1
2014
Q4 		$8.44M Buy
398,934
+20,758
+5% +$464K 3.39% 3
2014
Q3 		$9M Buy
378,176
+1,934
+0.5% +$44.5K 4% 1
2014
Q2 		$8.69M Sell
376,242
-33,606
-8% -$742K 3.6% 1
2014
Q1 		$9.36M Sell
409,848
-10,872
-3% -$232K 3.62% 1
2013
Q4 		$7.77M Sell
420,720
-58,700
-12% -$1.02M 2.83% 5
2013
Q3 		$8.11M Sell
479,420
-18,620
-4% -$313K 3.22% 2
2013
Q2 		$7.72M Buy
+498,040
New +$8.29M 3.34% 2

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $4.64B AUM 35.47% 1-Year Est. Return

Marietta Investment Partners's NVO Position: Q1 2026 in Review

Marietta Investment Partners sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 82,999 shares — an estimated $4.22M sold.

Marietta Investment Partners first reported a position in NVO in Q2 2013 and held it in 51 quarters. The position peaked at $23.8M in Q2 2024. 1,276 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Marietta Investment Partners reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Marietta Investment Partners sold 82,999 Novo Nordisk shares in Q1 2026, an estimated $4.22M.
  • Marietta Investment Partners first reported a position in Novo Nordisk in Q2 2013 and held it in 51 quarters.
  • Marietta Investment Partners's Novo Nordisk position peaked at $23.8M in Q2 2024.
  • 1,276 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.