NorthRock Partners’s Novo Nordisk NVO Stock Holding History

NorthRock Partners’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	$258K	Buy	7,026 +838	+14%	+$39.7K	﹤0.01%	568
2025 Q4	$315K	Buy	6,188 +851	+16%	+$43.5K	0.01%	470
2025 Q3	$296K	Buy	5,337 +467	+10%	+$27.3K	0.01%	702
2025 Q2	$336K	Buy	+4,870	New	+$331K	0.01%	508
2024 Q3	–	Sell	-2,241	Closed	-$320K	–	857
2024 Q2	$320K	Buy	2,241 +184	+9%	+$24.4K	0.01%	452
2024 Q1	$272K	Buy	+2,057	New	+$245K	0.01%	503
2023 Q4	–	Sell	-2,781	Closed	-$253K	–	753
2023 Q3	$253K	Buy	+2,781	New	+$245K	0.03%	274

Other funds holding NVO

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

NorthRock Partners's NVO Position: Q1 2026 in Review

NorthRock Partners increased its Novo Nordisk (NVO) stake by 14% in Q1 2026, buying an estimated $39.7K and bringing the position to 7,026 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

NorthRock Partners first reported a position in NVO in Q3 2023 and has held it in 7 quarters since. The position peaked at $336K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

NorthRock Partners held 7,026 shares of Novo Nordisk worth $258K as of Q1 2026.
NorthRock Partners bought 838 Novo Nordisk shares in Q1 2026, an estimated $39.7K.
Novo Nordisk made up ﹤0.01% of NorthRock Partners's portfolio in Q1 2026, its #568 holding.
NorthRock Partners first reported a position in Novo Nordisk in Q3 2023 and has held it in 7 quarters since.
NorthRock Partners's Novo Nordisk position peaked at $336K in Q2 2025.
1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.