NW
NVO

Naviter Wealth’s Novo Nordisk NVO Stock Holding History

Naviter 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 		$1.29M Buy
34,012
+1,881
+6% +$89.1K 0.16% 135
2025
Q4 		$1.63M Sell
32,131
-12,419
-28% -$635K 0.21% 115
2025
Q3 		$2.47M Sell
44,550
-15,184
-25% -$889K 0.29% 85
2025
Q2 		$4.12M Buy
59,734
+5,361
+10% +$365K 0.51% 41
2025
Q1 		$3.77M Sell
54,373
-7,285
-12% -$602K 0.46% 53
2024
Q4 		$5.3M Sell
61,658
-931
-1% -$101K 0.64% 30
2024
Q3 		$7.45M Buy
62,589
+684
+1% +$91.2K 1.04% 18
2024
Q2 		$8.84M Buy
61,905
+1,034
+2% +$137K 1.32% 13
2024
Q1 		$7.87M Buy
60,871
+11,567
+23% +$1.38M 1.29% 14
2023
Q4 		$5.1M Buy
49,304
+7,914
+19% +$783K 1.03% 22
2023
Q3 		$3.76M Buy
41,390
+2,630
+7% +$232K 0.91% 21
2023
Q2 		$3.14M Buy
38,760
+3,256
+9% +$266K 0.8% 23
2023
Q1 		$2.85M Buy
35,504
+1,764
+5% +$125K 1% 15
2022
Q4 		$2.36M Buy
33,740
+40
+0.1% +$2.35K 0.65% 30
2022
Q3 		$1.68M Buy
33,700
+1,954
+6% +$105K 0.68% 25
2022
Q2 		$1.77M Buy
+31,746
New +$1.76M 0.73% 24

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 $147M AUM 25.76% 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

Naviter Wealth's NVO Position: Q1 2026 in Review

Naviter Wealth increased its Novo Nordisk (NVO) stake by 5.9% in Q1 2026, buying an estimated $89.1K and bringing the position to 34,012 shares worth $1.29M. The position accounts for 0.16% of the portfolio, ranked #135.

Naviter Wealth first reported a position in NVO in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.84M in Q2 2024. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Naviter Wealth held 34,012 shares of Novo Nordisk worth $1.29M as of Q1 2026.
  • Naviter Wealth bought 1,881 Novo Nordisk shares in Q1 2026, an estimated $89.1K.
  • Novo Nordisk made up 0.16% of Naviter Wealth's portfolio in Q1 2026, its #135 holding.
  • Naviter Wealth first reported a position in Novo Nordisk in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Novo Nordisk position peaked at $8.84M in Q2 2024.
  • 1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.