NBWM
NVO

North Berkeley Wealth Management’s Novo Nordisk NVO Stock Holding History

North Berkeley 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 		$202K Buy
+5,500
New +$261K 0.11% 72
2025
Q3 		– Sell
-4,740
Closed -$327K – 67
2025
Q2 		$327K Sell
4,740
-1,632
-26% -$111K 0.3% 49
2025
Q1 		$442K Sell
6,372
-2,128
-25% -$176K 0.46% 37
2024
Q4 		$731K Buy
+8,500
New +$919K 0.74% 23

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

North Berkeley Wealth Management's NVO Position: Q1 2026 in Review

North Berkeley Wealth Management opened a new position in Novo Nordisk (NVO) in Q1 2026: 5,500 shares worth $202K. The stake represents 0.11% of the portfolio and ranks #72 among its holdings. This is a return to the name: North Berkeley Wealth Management previously reported a position in NVO as recently as Q2 2025.

North Berkeley Wealth Management first reported a position in NVO in Q4 2024 and has held it in 4 quarters since. The position peaked at $731K in Q4 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • North Berkeley Wealth Management held 5,500 shares of Novo Nordisk worth $202K as of Q1 2026.
  • Novo Nordisk was a new North Berkeley Wealth Management position in Q1 2026.
  • Novo Nordisk made up 0.11% of North Berkeley Wealth Management's portfolio in Q1 2026, its #72 holding.
  • North Berkeley Wealth Management first reported a position in Novo Nordisk in Q4 2024 and has held it in 4 quarters since.
  • North Berkeley Wealth Management's Novo Nordisk position peaked at $731K in Q4 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.