Obermeyer Wealth Partners’s Novo Nordisk NVO Stock Holding History

Obermeyer Wealth 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	–	Sell	-140,797	Closed	-$7.16M	–	307
2025 Q4	$7.16M	Sell	140,797 -252,523	-64%	-$12.9M	0.33%	47
2025 Q3	$21.8M	Sell	393,320 -12	-0%	-$702	1.02%	33
2025 Q2	$27.1M	Buy	393,332 +257,158	+189%	+$17.5M	1.35%	27
2025 Q1	$9.46M	Buy	136,174 +6,070	+5%	+$501K	0.5%	44
2024 Q4	$11.2M	Buy	130,104 +15,220	+13%	+$1.65M	0.58%	43
2024 Q3	$13.7M	Buy	114,884 +6,206	+6%	+$828K	0.73%	39
2024 Q2	$15.5M	Buy	108,678 +88,976	+452%	+$11.8M	0.89%	37
2024 Q1	$2.53M	Buy	+19,702	New	+$2.35M	0.15%	56
2013 Q3	–	Sell	-4,200	Closed	-$65K	–	209
2013 Q2	$65K	Buy	+4,200	New	+$69.9K	0.02%	105

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

Obermeyer Wealth Partners's NVO Position: Q1 2026 in Review

Obermeyer Wealth Partners sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 140,797 shares — an estimated $7.16M sold.

Obermeyer Wealth Partners first reported a position in NVO in Q2 2013 and held it in 9 quarters. The position peaked at $27.1M in Q2 2025. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Obermeyer Wealth Partners reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Obermeyer Wealth Partners sold 140,797 Novo Nordisk shares in Q1 2026, an estimated $7.16M.
Obermeyer Wealth Partners first reported a position in Novo Nordisk in Q2 2013 and held it in 9 quarters.
Obermeyer Wealth Partners's Novo Nordisk position peaked at $27.1M in Q2 2025.
1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.