NW
NVO

NewEdge Wealth’s Novo Nordisk NVO Stock Holding History

NewEdge 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 		$3.07M Buy
83,615
+13,849
+20% +$656K 0.04% 326
2025
Q4 		$3.55M Sell
69,766
-2,476
-3% -$127K 0.04% 318
2025
Q3 		$3.5M Buy
72,242
+37,670
+109% +$2.2M 0.05% 276
2025
Q2 		$1.69M Sell
34,572
-23,089
-40% -$1.57M 0.03% 415
2025
Q1 		$4M Buy
57,661
+16,887
+41% +$1.39M 0.07% 225
2024
Q4 		$3.51M Sell
40,774
-6,769
-14% -$732K 0.06% 246
2024
Q3 		$5.66M Buy
47,543
+6,564
+16% +$875K 0.1% 173
2024
Q2 		$5.85M Sell
40,979
-433
-1% -$57.4K 0.13% 142
2024
Q1 		$5.14M Buy
41,412
+12,283
+42% +$1.46M 0.12% 159
2023
Q4 		$3.01M Sell
29,129
-962
-3% -$95.1K 0.08% 224
2023
Q3 		$2.74M Buy
30,091
+515
+2% +$45.4K 0.09% 204
2023
Q2 		$2.39M Buy
29,576
+60
+0.2% +$4.9K 0.08% 217
2023
Q1 		$2.35M Sell
29,516
-3,790
-11% -$269K 0.09% 197
2022
Q4 		$2.25M Sell
33,306
-514
-2% -$30.1K 0.1% 198
2022
Q3 		$1.69M Sell
33,820
-1,096
-3% -$58.7K 0.08% 211
2022
Q2 		$1.95M Buy
34,916
+27,332
+360% +$1.52M 0.09% 195
2022
Q1 		$421K Sell
7,584
-2,408
-24% -$124K 0.02% 324
2021
Q4 		$559K Sell
9,992
-312
-3% -$16.9K 0.02% 283
2021
Q3 		$495K Buy
10,304
+1,360
+15% +$65.7K 0.03% 219
2021
Q2 		$375K Buy
8,944
+1,282
+17% +$49.7K 0.03% 227
2021
Q1 		$258K Buy
+7,662
New +$273K 0.03% 264

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

NewEdge Wealth's NVO Position: Q1 2026 in Review

NewEdge Wealth increased its Novo Nordisk (NVO) stake by 20% in Q1 2026, buying an estimated $656K and bringing the position to 83,615 shares worth $3.07M. The position accounts for 0.04% of the portfolio, ranked #326.

NewEdge Wealth first reported a position in NVO in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.85M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • NewEdge Wealth held 83,615 shares of Novo Nordisk worth $3.07M as of Q1 2026.
  • NewEdge Wealth bought 13,849 Novo Nordisk shares in Q1 2026, an estimated $656K.
  • Novo Nordisk made up 0.04% of NewEdge Wealth's portfolio in Q1 2026, its #326 holding.
  • NewEdge Wealth first reported a position in Novo Nordisk in Q1 2021 and has held it in 21 quarters since.
  • NewEdge Wealth's Novo Nordisk position peaked at $5.85M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.