PMSA
NVO

Patrick M. Sweeney & Associates’s Novo Nordisk NVO Stock Holding History

Patrick M. Sweeney & Associates’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
-9,455
Closed -$481K – 166
2025
Q4 		$481K Hold
9,455
– – 0.3% 81
2025
Q3 		$525K Hold
9,455
– – 0.34% 74
2025
Q2 		$654K Sell
9,455
-1,700
-15% -$116K 0.45% 55
2025
Q1 		$775K Hold
11,155
– – 0.58% 41
2024
Q4 		$960K Buy
11,155
+5,000
+81% +$541K 0.72% 33
2024
Q3 		$733K Hold
6,155
– – 0.54% 46
2024
Q2 		$879K Hold
6,155
– – 0.71% 32
2024
Q1 		$790K Buy
6,155
+55
+0.9% +$6.55K 0.65% 36
2023
Q4 		$631K Buy
+6,100
New +$603K 0.58% 42

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

Patrick M. Sweeney & Associates's NVO Position: Q1 2026 in Review

Patrick M. Sweeney & Associates sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 9,455 shares — an estimated $481K sold.

Patrick M. Sweeney & Associates first reported a position in NVO in Q4 2023 and held it in 9 quarters. The position peaked at $960K in Q4 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Patrick M. Sweeney & Associates reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Patrick M. Sweeney & Associates sold 9,455 Novo Nordisk shares in Q1 2026, an estimated $481K.
  • Patrick M. Sweeney & Associates first reported a position in Novo Nordisk in Q4 2023 and held it in 9 quarters.
  • Patrick M. Sweeney & Associates's Novo Nordisk position peaked at $960K in Q4 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.