Mark Sheptoff Financial Planning’s Novo Nordisk NVO Stock Holding History

Mark Sheptoff Financial Planning’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	-213	Closed	-$10.8K	–	554
2025 Q4	$10.8K	Buy	213 +200	+1,538%	+$10.2K	0.01%	343
2025 Q3	$709	Sell	13 -122	-90%	-$7.14K	﹤0.01%	462
2025 Q2	$9.3K	Buy	135 +22	+19%	+$1.5K	0.01%	344
2025 Q1	$7.83K	Buy	113 +100	+769%	+$8.26K	﹤0.01%	339
2024 Q4	$1.1K	Hold	13	–	–	﹤0.01%	404
2024 Q3	$1.52K	Hold	13	–	–	﹤0.01%	400
2024 Q2	$1.82K	Sell	13 -300	-96%	-$39.8K	﹤0.01%	392
2024 Q1	$40.2K	Buy	313 +300	+2,308%	+$35.7K	0.02%	186
2023 Q4	$1.32K	Hold	13	–	–	﹤0.01%	365
2023 Q3	$1.16K	Buy	+13	New	+$1.15K	﹤0.01%	350
2018 Q4	–	Sell	-3,600	Closed	-$85K	–	350
2018 Q3	$85K	Hold	3,600	–	–	0.06%	136
2018 Q2	$83K	Buy	+3,600	New	+$85.6K	0.06%	132
2016 Q3	–	Sell	-334	Closed	-$9K	–	366
2016 Q2	$9K	Hold	334	–	–	0.01%	252
2016 Q1	$9K	Hold	334	–	–	0.01%	252
2015 Q4	$10K	Buy	334 +200	+149%	+$5.54K	0.01%	276
2015 Q3	$4K	Buy	+134	New	+$3.79K	﹤0.01%	305

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

Mark Sheptoff Financial Planning's NVO Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 213 shares — an estimated $10.8K sold.

Mark Sheptoff Financial Planning first reported a position in NVO in Q3 2015 and held it in 16 quarters. The position peaked at $85K in Q3 2018. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 213 Novo Nordisk shares in Q1 2026, an estimated $10.8K.
Mark Sheptoff Financial Planning first reported a position in Novo Nordisk in Q3 2015 and held it in 16 quarters.
Mark Sheptoff Financial Planning's Novo Nordisk position peaked at $85K in Q3 2018.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.