PIA
NVO

Perennial Investment Advisors’s Novo Nordisk NVO Stock Holding History

Perennial Investment 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 		$239K Sell
6,508
-383
-6% -$18.1K 0.02% 446
2025
Q4 		$351K Buy
6,891
+3,082
+81% +$158K 0.03% 345
2025
Q3 		$211K Sell
3,809
-746
-16% -$43.7K 0.02% 456
2025
Q2 		$314K Sell
4,555
-118
-3% -$8.03K 0.03% 340
2025
Q1 		$325K Buy
+4,673
New +$386K 0.04% 309

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

Perennial Investment Advisors's NVO Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Novo Nordisk (NVO) stake by 5.6% in Q1 2026, selling an estimated $18.1K and leaving 6,508 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #446.

Perennial Investment Advisors first reported a position in NVO in Q1 2025 and has held it in 5 quarters since. The position peaked at $351K in Q4 2025. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Perennial Investment Advisors held 6,508 shares of Novo Nordisk worth $239K as of Q1 2026.
  • Perennial Investment Advisors sold 383 Novo Nordisk shares in Q1 2026, an estimated $18.1K.
  • Novo Nordisk made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #446 holding.
  • Perennial Investment Advisors first reported a position in Novo Nordisk in Q1 2025 and has held it in 5 quarters since.
  • Perennial Investment Advisors's Novo Nordisk position peaked at $351K in Q4 2025.
  • 1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.