Medallion Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Medallion Wealth Advisors’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	$26.1K	Buy	710 +454	+177%	+$21.5K	0.01%	600
2025 Q4	$13K	Sell	256 -20	-7%	-$1.02K	﹤0.01%	714
2025 Q3	$15.3K	Sell	276 -72	-21%	-$4.21K	0.01%	680
2025 Q2	$24.2K	Sell	348 -140	-29%	-$9.52K	0.01%	584
2025 Q1	$33.4K	Buy	488 +172	+54%	+$14.2K	0.02%	497
2024 Q4	$24.6K	Buy	+316	New	+$34.2K	0.01%	528

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

Medallion Wealth Advisors's NVO Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Novo Nordisk (NVO) stake by 177% in Q1 2026, buying an estimated $21.5K and bringing the position to 710 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #600.

Medallion Wealth Advisors first reported a position in NVO in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.4K in Q1 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Medallion Wealth Advisors held 710 shares of Novo Nordisk worth $26.1K as of Q1 2026.
Medallion Wealth Advisors bought 454 Novo Nordisk shares in Q1 2026, an estimated $21.5K.
Novo Nordisk made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #600 holding.
Medallion Wealth Advisors first reported a position in Novo Nordisk in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Novo Nordisk position peaked at $33.4K in Q1 2025.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.