PWS
NVO

Peloton Wealth Strategists’s Novo Nordisk NVO Stock Holding History

Peloton Wealth Strategists’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 		$2.75M Buy
74,830
+13,650
+22% +$647K 1.11% 38
2025
Q4 		$3.11M Buy
61,180
+24,300
+66% +$1.24M 1.21% 29
2025
Q3 		$2.05M Buy
36,880
+10,450
+40% +$612K 0.8% 43
2025
Q2 		$1.82M Buy
26,430
+13,750
+108% +$935K 0.73% 51
2025
Q1 		$880K Buy
+12,680
New +$1.05M 0.37% 68

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

Peloton Wealth Strategists's NVO Position: Q1 2026 in Review

Peloton Wealth Strategists increased its Novo Nordisk (NVO) stake by 22% in Q1 2026, buying an estimated $647K and bringing the position to 74,830 shares worth $2.75M. The position accounts for 1.11% of the portfolio, ranked #38.

Peloton Wealth Strategists first reported a position in NVO in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.11M in Q4 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Peloton Wealth Strategists held 74,830 shares of Novo Nordisk worth $2.75M as of Q1 2026.
  • Peloton Wealth Strategists bought 13,650 Novo Nordisk shares in Q1 2026, an estimated $647K.
  • Novo Nordisk made up 1.11% of Peloton Wealth Strategists's portfolio in Q1 2026, its #38 holding.
  • Peloton Wealth Strategists first reported a position in Novo Nordisk in Q1 2025 and has held it in 5 quarters since.
  • Peloton Wealth Strategists's Novo Nordisk position peaked at $3.11M in Q4 2025.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.