OC
NVO

Oppenheimer & Co’s Novo Nordisk NVO Stock Holding History

Oppenheimer & Co’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 		$8.28M Sell
225,210
-9,632
-4% -$456K 0.1% 217
2025
Q4 		$11.9M Buy
234,842
+2,277
+1% +$116K 0.17% 131
2025
Q3 		$12.9M Buy
232,565
+57,043
+32% +$3.34M 0.16% 135
2025
Q2 		$12.1M Buy
175,522
+46,005
+36% +$3.13M 0.16% 140
2025
Q1 		$8.99M Sell
129,517
-8,549
-6% -$706K 0.14% 170
2024
Q4 		$11.9M Sell
138,066
-9,310
-6% -$1.01M 0.18% 115
2024
Q3 		$17.5M Sell
147,376
-16,972
-10% -$2.26M 0.27% 71
2024
Q2 		$23.5M Sell
164,348
-2,725
-2% -$361K 0.37% 42
2024
Q1 		$21.5M Buy
167,073
+27,005
+19% +$3.21M 0.36% 53
2023
Q4 		$14.5M Buy
140,068
+16,110
+13% +$1.59M 0.27% 77
2023
Q3 		$11.3M Buy
123,958
+4,224
+4% +$372K 0.23% 87
2023
Q2 		$9.69M Buy
119,734
+5,692
+5% +$465K 0.19% 112
2023
Q1 		$9.07M Buy
114,042
+826
+0.7% +$58.6K 0.19% 114
2022
Q4 		$7.66M Sell
113,216
-7,820
-6% -$458K 0.17% 139
2022
Q3 		$6.03M Sell
121,036
-7,986
-6% -$428K 0.14% 170
2022
Q2 		$7.19M Sell
129,022
-6,400
-5% -$355K 0.15% 149
2022
Q1 		$7.52M Buy
135,422
+972
+0.7% +$49.9K 0.14% 166
2021
Q4 		$7.53M Buy
134,450
+2,054
+2% +$111K 0.13% 176
2021
Q3 		$6.36M Sell
132,396
-25,476
-16% -$1.23M 0.12% 194
2021
Q2 		$6.61M Sell
157,872
-17,896
-10% -$694K 0.12% 200
2021
Q1 		$5.92M Sell
175,768
-360
-0.2% -$12.8K 0.12% 198
2020
Q4 		$6.15M Buy
176,128
+49,426
+39% +$1.71M 0.13% 172
2020
Q3 		$4.4M Buy
126,702
+40,224
+47% +$1.34M 0.11% 212
2020
Q2 		$2.83M Sell
86,478
-2,522
-3% -$80.5K 0.07% 297
2020
Q1 		$2.68M Sell
89,000
-5,952
-6% -$177K 0.08% 270
2019
Q4 		$2.75M Sell
94,952
-3,424
-3% -$94.8K 0.07% 321
2019
Q3 		$2.54M Buy
98,376
+402
+0.4% +$10.2K 0.07% 329
2019
Q2 		$2.5M Sell
97,974
-6,852
-7% -$169K 0.07% 333
2019
Q1 		$2.74M Sell
104,826
-22,138
-17% -$544K 0.07% 318
2018
Q4 		$2.92M Sell
126,964
-5,588
-4% -$124K 0.09% 244
2018
Q3 		$3.13M Sell
132,552
-39,212
-23% -$957K 0.08% 279
2018
Q2 		$3.96M Sell
171,764
-2,030
-1% -$48.2K 0.11% 214
2018
Q1 		$4.28M Buy
173,794
+36,274
+26% +$952K 0.11% 208
2017
Q4 		$3.69M Sell
137,520
-404
-0.3% -$10.3K 0.1% 249
2017
Q3 		$3.32M Sell
137,924
-41,560
-23% -$939K 0.09% 269
2017
Q2 		$3.85M Sell
179,484
-25,174
-12% -$508K 0.11% 241
2017
Q1 		$3.51M Sell
204,658
-11,498
-5% -$200K 0.1% 250
2016
Q4 		$3.88M Sell
216,156
-84,794
-28% -$1.54M 0.11% 214
2016
Q3 		$6.26M Sell
300,950
-27,220
-8% -$675K 0.18% 126
2016
Q2 		$8.82M Sell
328,170
-40,304
-11% -$1.11M 0.26% 88
2016
Q1 		$9.98M Sell
368,474
-82,484
-18% -$2.21M 0.3% 77
2015
Q4 		$13.1M Buy
450,958
+66
+0% +$1.83K 0.39% 54
2015
Q3 		$12.2M Buy
450,892
+48,140
+12% +$1.36M 0.37% 54
2015
Q2 		$11M Sell
402,752
-3,000
-0.7% -$84.3K 0.31% 67
2015
Q1 		$10.8M Buy
405,752
+2,514
+0.6% +$57.9K 0.29% 76
2014
Q4 		$8.53M Sell
403,238
-32,110
-7% -$717K 0.25% 98
2014
Q3 		$10.4M Buy
435,348
+2,852
+0.7% +$65.6K 0.31% 69
2014
Q2 		$9.99M Buy
432,496
+11,230
+3% +$248K 0.3% 70
2014
Q1 		$9.62M Sell
421,266
-61,974
-13% -$1.32M 0.29% 71
2013
Q4 		$8.93M Buy
483,240
+137,440
+40% +$2.4M 0.29% 78
2013
Q3 		$5.85M Buy
345,800
+12,930
+4% +$217K 0.21% 126
2013
Q2 		$5.16M Buy
+332,870
New +$5.54M 0.2% 127

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 $147M AUM 25.76% 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

Oppenheimer & Co's NVO Position: Q1 2026 in Review

Oppenheimer & Co reduced its Novo Nordisk (NVO) stake by 4.1% in Q1 2026, selling an estimated $456K and leaving 225,210 shares worth $8.28M. The position accounts for 0.1% of the portfolio, ranked #217.

Oppenheimer & Co first reported a position in NVO in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.5M in Q2 2024. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Oppenheimer & Co held 225,210 shares of Novo Nordisk worth $8.28M as of Q1 2026.
  • Oppenheimer & Co sold 9,632 Novo Nordisk shares in Q1 2026, an estimated $456K.
  • Novo Nordisk made up 0.1% of Oppenheimer & Co's portfolio in Q1 2026, its #217 holding.
  • Oppenheimer & Co first reported a position in Novo Nordisk in Q2 2013 and has held it in 52 quarters since.
  • Oppenheimer & Co's Novo Nordisk position peaked at $23.5M in Q2 2024.
  • 1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.