Novare Capital Management’s Novo Nordisk NVO Stock Holding History

Novare Capital 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	–	Sell	-5,585	Closed	-$284K	–	206
2025 Q4	$284K	Buy	5,585 +1,539	+38%	+$78.7K	0.02%	168
2025 Q3	$224K	Buy	4,046 +622	+18%	+$36.4K	0.02%	184
2025 Q2	$236K	Hold	3,424	–	–	0.02%	184
2025 Q1	$238K	Hold	3,424	–	–	0.02%	178
2024 Q4	$295K	Buy	3,424 +697	+26%	+$75.4K	0.02%	162
2024 Q3	$325K	Buy	2,727 +85	+3%	+$11.3K	0.03%	153
2024 Q2	$377K	Hold	2,642	–	–	0.03%	140
2024 Q1	$339K	Buy	+2,642	New	+$315K	0.03%	141

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

Novare Capital Management's NVO Position: Q1 2026 in Review

Novare Capital Management sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 5,585 shares — an estimated $284K sold.

Novare Capital Management first reported a position in NVO in Q1 2024 and held it in 8 quarters. The position peaked at $377K in Q2 2024. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Novare Capital Management reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Novare Capital Management sold 5,585 Novo Nordisk shares in Q1 2026, an estimated $284K.
Novare Capital Management first reported a position in Novo Nordisk in Q1 2024 and held it in 8 quarters.
Novare Capital Management's Novo Nordisk position peaked at $377K in Q2 2024.
1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.