Merited Wealth’s Novo Nordisk NVO Stock Holding History

Merited Wealth’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	-501	Closed	-$25.5K	–	220
2025 Q4	$25.5K	Buy	+501	New	+$25.6K	0.02%	158

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Merited Wealth's NVO Position: Q1 2026 in Review

Merited Wealth sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 501 shares — an estimated $25.5K sold.

Merited Wealth first reported a position in NVO in Q4 2025 and held it in 1 quarter. The position peaked at $25.5K in Q4 2025. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Merited Wealth reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 501 Novo Nordisk shares in Q1 2026, an estimated $25.5K.
Merited Wealth first reported a position in Novo Nordisk in Q4 2025 and held it in 1 quarter.
Merited Wealth's Novo Nordisk position peaked at $25.5K in Q4 2025.
1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

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