MWM
NVO

Meridian Wealth Management’s Novo Nordisk NVO Stock Holding History

Meridian Wealth Management’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 		$483K Sell
13,145
-33,190
-72% -$1.57M 0.02% 526
2025
Q4 		$2.36M Buy
46,335
+33,666
+266% +$1.72M 0.08% 208
2025
Q3 		$703K Sell
12,669
-2,063
-14% -$121K 0.03% 405
2025
Q2 		$1.02M Sell
14,732
-760
-5% -$51.7K 0.04% 306
2025
Q1 		$1.08M Sell
15,492
-7,885
-34% -$651K 0.05% 279
2024
Q4 		$2.01M Sell
23,377
-103,509
-82% -$11.2M 0.1% 185
2024
Q3 		$15.1M Buy
+126,886
New +$16.9M 0.74% 23
2024
Q2 		– Sell
-96,386
Closed -$12.4M – 466
2024
Q1 		$12.4M Buy
96,386
+42,385
+78% +$5.05M 2.06% 9
2023
Q4 		$5.59M Sell
54,001
-9,921
-16% -$981K 0.36% 63
2023
Q3 		$5.81M Buy
63,922
+30,062
+89% +$2.65M 0.36% 54
2023
Q2 		$2.74M Buy
33,860
+22,680
+203% +$1.85M 0.23% 95
2023
Q1 		$890K Sell
11,180
-174
-2% -$12.3K 0.08% 224
2022
Q4 		$768K Buy
11,354
+5,394
+91% +$316K 0.08% 235
2022
Q3 		$297K Sell
5,960
-2,510
-30% -$134K 0.03% 370
2022
Q2 		$472K Buy
+8,470
New +$470K 0.04% 362
2019
Q3 		– Sell
-1,820
Closed -$464 – 385
2019
Q2 		$464 Buy
+1,820
New +$45K 0.02% 382

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

Meridian Wealth Management's NVO Position: Q1 2026 in Review

Meridian Wealth Management reduced its Novo Nordisk (NVO) stake by 72% in Q1 2026, selling an estimated $1.57M and leaving 13,145 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #526.

Meridian Wealth Management first reported a position in NVO in Q2 2019 and has held it in 16 quarters since. The position peaked at $15.1M in Q3 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Meridian Wealth Management held 13,145 shares of Novo Nordisk worth $483K as of Q1 2026.
  • Meridian Wealth Management sold 33,190 Novo Nordisk shares in Q1 2026, an estimated $1.57M.
  • Novo Nordisk made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #526 holding.
  • Meridian Wealth Management first reported a position in Novo Nordisk in Q2 2019 and has held it in 16 quarters since.
  • Meridian Wealth Management's Novo Nordisk position peaked at $15.1M in Q3 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.