PP
NVO

PDS Planning’s Novo Nordisk NVO Stock Holding History

PDS Planning’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 		$316K Sell
8,587
-5,789
-40% -$274K 0.02% 380
2025
Q4 		$731K Buy
14,376
+2,639
+22% +$135K 0.05% 187
2025
Q3 		$651K Sell
11,737
-1,806
-13% -$106K 0.05% 199
2025
Q2 		$935K Sell
13,543
-309
-2% -$21K 0.07% 137
2025
Q1 		$962K Buy
13,852
+546
+4% +$45.1K 0.08% 108
2024
Q4 		$1.14M Buy
13,306
+184
+1% +$19.9K 0.1% 89
2024
Q3 		$1.56M Buy
13,122
+723
+6% +$96.4K 0.14% 72
2024
Q2 		$1.77M Buy
12,399
+251
+2% +$33.3K 0.18% 65
2024
Q1 		$1.56M Buy
12,148
+408
+3% +$48.6K 0.16% 66
2023
Q4 		$1.21M Buy
11,740
+56
+0.5% +$5.54K 0.14% 69
2023
Q3 		$1.06M Buy
11,684
+688
+6% +$60.6K 0.14% 73
2023
Q2 		$890K Buy
10,996
+272
+3% +$22.2K 0.11% 83
2023
Q1 		$853K Buy
10,724
+3,280
+44% +$233K 0.12% 79
2022
Q4 		$504K Buy
7,444
+184
+3% +$10.8K 0.08% 94
2022
Q3 		$362K Sell
7,260
-246
-3% -$13.2K 0.07% 113
2022
Q2 		$418K Buy
7,506
+1,978
+36% +$110K 0.08% 110
2022
Q1 		$307K Buy
5,528
+846
+18% +$43.4K 0.05% 143
2021
Q4 		$262K Sell
4,682
-496
-10% -$26.9K 0.05% 154
2021
Q3 		$249K Sell
5,178
-250
-5% -$12.1K 0.06% 154
2021
Q2 		$227K Buy
+5,428
New +$210K 0.06% 163

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

PDS Planning's NVO Position: Q1 2026 in Review

PDS Planning reduced its Novo Nordisk (NVO) stake by 40% in Q1 2026, selling an estimated $274K and leaving 8,587 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #380.

PDS Planning first reported a position in NVO in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.77M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • PDS Planning held 8,587 shares of Novo Nordisk worth $316K as of Q1 2026.
  • PDS Planning sold 5,789 Novo Nordisk shares in Q1 2026, an estimated $274K.
  • Novo Nordisk made up 0.02% of PDS Planning's portfolio in Q1 2026, its #380 holding.
  • PDS Planning first reported a position in Novo Nordisk in Q2 2021 and has held it in 20 quarters since.
  • PDS Planning's Novo Nordisk position peaked at $1.77M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.