Opal Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Opal Wealth Advisors’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	$125K	Buy	+3,397	New	+$161K	0.03%	253
2025 Q4	–	Sell	-4,207	Closed	-$233K	–	216
2025 Q3	$233K	Buy	4,207 +1,091	+35%	+$63.9K	0.07%	171
2025 Q2	$215K	Sell	3,116 -562	-15%	-$38.2K	0.06%	183
2025 Q1	$255K	Sell	3,678 -455	-11%	-$37.6K	0.08%	143
2024 Q4	$356K	Buy	4,133 +962	+30%	+$104K	0.11%	116
2024 Q3	$378K	Buy	3,171 +418	+15%	+$55.7K	0.12%	103
2024 Q2	$393K	Sell	2,753 -254	-8%	-$33.7K	0.13%	93
2024 Q1	$386K	Buy	3,007 +7	+0.2%	+$833	0.13%	105
2023 Q4	$310K	Sell	3,000 -14	-0.5%	-$1.38K	0.12%	125
2023 Q3	$274K	Buy	3,014 +468	+18%	+$41.2K	0.16%	111
2023 Q2	$206K	Sell	2,546 -148	-5%	-$12.1K	0.1%	138
2023 Q1	$214K	Sell	2,694 -788	-23%	-$55.9K	0.13%	105
2022 Q4	$236K	Buy	+3,482	New	+$204K	0.13%	100

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

Opal Wealth Advisors's NVO Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Novo Nordisk (NVO) in Q1 2026: 3,397 shares worth $125K. The stake represents 0.03% of the portfolio and ranks #253 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in NVO as recently as Q3 2025.

Opal Wealth Advisors first reported a position in NVO in Q4 2022 and has held it in 13 quarters since. The position peaked at $393K in Q2 2024. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Opal Wealth Advisors held 3,397 shares of Novo Nordisk worth $125K as of Q1 2026.
Novo Nordisk was a new Opal Wealth Advisors position in Q1 2026.
Novo Nordisk made up 0.03% of Opal Wealth Advisors's portfolio in Q1 2026, its #253 holding.
Opal Wealth Advisors first reported a position in Novo Nordisk in Q4 2022 and has held it in 13 quarters since.
Opal Wealth Advisors's Novo Nordisk position peaked at $393K in Q2 2024.
1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.