IAGL
NVO

Innovative Advisory Group, LLC’s Novo Nordisk NVO Stock Holding History

Innovative Advisory Group, LLC’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
-250
Closed -$12.7K – 160
2025
Q4 		$12.7K Hold
250
– – 0.01% 124
2025
Q3 		$13.9K Hold
250
– – 0.01% 122
2025
Q2 		$17.3K Hold
250
– – 0.01% 107
2025
Q1 		$17.4K Hold
250
– – 0.02% 90
2024
Q4 		$21.5K Buy
+250
New +$27K 0.02% 82

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Innovative Advisory Group, LLC's NVO Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 250 shares — an estimated $12.7K sold.

Innovative Advisory Group, LLC first reported a position in NVO in Q4 2024 and held it in 5 quarters. The position peaked at $21.5K in Q4 2024. 1,279 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 250 Novo Nordisk shares in Q1 2026, an estimated $12.7K.
  • Innovative Advisory Group, LLC first reported a position in Novo Nordisk in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Novo Nordisk position peaked at $21.5K in Q4 2024.
  • 1,279 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.