PFWA
NVO

Paces Ferry Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Paces Ferry 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 		– Sell
-4,040
Closed -$206K – 138
2025
Q4 		$206K Buy
4,040
+39
+1% +$1.99K 0.08% 126
2025
Q3 		$222K Buy
4,001
+387
+11% +$22.7K 0.09% 115
2025
Q2 		$249K Sell
3,614
-177
-5% -$12K 0.11% 101
2025
Q1 		$263K Buy
3,791
+641
+20% +$52.9K 0.13% 101
2024
Q4 		$271K Sell
3,150
-162
-5% -$17.5K 0.13% 101
2024
Q3 		$394K Sell
3,312
-20
-0.6% -$2.67K 0.23% 74
2024
Q2 		$476K Sell
3,332
-76
-2% -$10.1K 0.29% 61
2024
Q1 		$438K Sell
3,408
-172
-5% -$20.5K 0.28% 65
2023
Q4 		$370K Sell
3,580
-14
-0.4% -$1.38K 0.26% 72
2023
Q3 		$327K Sell
3,594
-108
-3% -$9.51K 0.26% 73
2023
Q2 		$300K Sell
3,702
-16
-0.4% -$1.31K 0.22% 84
2023
Q1 		$296K Sell
3,718
-56
-1% -$3.97K 0.24% 87
2022
Q4 		$255K Buy
+3,774
New +$221K 0.25% 87
2022
Q3 		– Sell
-3,788
Closed -$211K – 100
2022
Q2 		$211K Buy
3,788
+50
+1% +$2.77K 0.21% 97
2022
Q1 		$208K Sell
3,738
-188
-5% -$9.65K 0.17% 116
2021
Q4 		$220K Buy
+3,926
New +$213K 0.16% 107
2020
Q4 		– Sell
-4,438
Closed -$154K – 781
2020
Q3 		$154K Buy
+4,438
New +$148K 0.13% 118

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Paces Ferry Wealth Advisors's NVO Position: Q1 2026 in Review

Paces Ferry Wealth Advisors sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 4,040 shares — an estimated $206K sold.

Paces Ferry Wealth Advisors first reported a position in NVO in Q3 2020 and held it in 17 quarters. The position peaked at $476K in Q2 2024. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Paces Ferry Wealth Advisors reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 4,040 Novo Nordisk shares in Q1 2026, an estimated $206K.
  • Paces Ferry Wealth Advisors first reported a position in Novo Nordisk in Q3 2020 and held it in 17 quarters.
  • Paces Ferry Wealth Advisors's Novo Nordisk position peaked at $476K in Q2 2024.
  • 1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.