NL
NVO

NWAM LLC’s Novo Nordisk NVO Stock Holding History

NWAM 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 		$759K Buy
20,662
+15,872
+331% +$752K 0.04% 329
2025
Q4 		$306K Buy
+4,790
New +$245K 0.02% 496
2025
Q1 		– Sell
-2,693
Closed -$232K – 572
2024
Q4 		$232K Sell
2,693
-80
-3% -$8.65K 0.01% 541
2024
Q3 		$330K Buy
+2,773
New +$370K 0.02% 472
2024
Q2 		– Sell
-3,831
Closed -$488K – 406
2024
Q1 		$488K Buy
3,831
+1,299
+51% +$155K 0.04% 342
2023
Q4 		$262K Sell
2,532
-15
-0.6% -$1.48K 0.02% 469
2023
Q3 		$232K Buy
+2,547
New +$224K 0.02% 441
2023
Q2 		– Sell
-2,778
Closed -$221K – 564
2023
Q1 		$221K Buy
+2,778
New +$197K 0.02% 435

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

NWAM LLC's NVO Position: Q1 2026 in Review

NWAM LLC increased its Novo Nordisk (NVO) stake by 331% in Q1 2026, buying an estimated $752K and bringing the position to 20,662 shares worth $759K. The position accounts for 0.04% of the portfolio, ranked #329.

NWAM LLC first reported a position in NVO in Q1 2023 and has held it in 8 quarters since. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • NWAM LLC held 20,662 shares of Novo Nordisk worth $759K as of Q1 2026.
  • NWAM LLC bought 15,872 Novo Nordisk shares in Q1 2026, an estimated $752K.
  • Novo Nordisk made up 0.04% of NWAM LLC's portfolio in Q1 2026, its #329 holding.
  • NWAM LLC first reported a position in Novo Nordisk in Q1 2023 and has held it in 8 quarters since.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.