PWP
NVO

Perfromance Wealth Partners’s Novo Nordisk NVO Stock Holding History

Perfromance Wealth Partners’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 		$922K Sell
25,090
-319
-1% -$15.1K 0.03% 87
2025
Q4 		$1.29M Sell
25,409
-1,898
-7% -$97.1K 0.04% 70
2025
Q3 		$1.52M Sell
27,307
-992
-4% -$58.1K 0.04% 60
2025
Q2 		$1.95M Sell
28,299
-4,112
-13% -$280K 0.06% 51
2025
Q1 		$2.25M Buy
32,411
+458
+1% +$37.8K 0.08% 44
2024
Q4 		$2.75M Sell
31,953
-127,184
-80% -$13.8M 0.09% 36
2024
Q3 		$18.9M Buy
159,137
+8,419
+6% +$1.12M 0.65% 18
2024
Q2 		$21.5M Buy
150,718
+87,047
+137% +$11.5M 0.79% 17
2024
Q1 		$8.18M Buy
63,671
+13,074
+26% +$1.56M 0.34% 23
2023
Q4 		$5.23M Buy
50,597
+9,961
+25% +$985K 0.23% 34
2023
Q3 		$3.7M Buy
40,636
+374
+0.9% +$32.9K 0.18% 48
2023
Q2 		$3.22M Buy
40,262
+2,600
+7% +$212K 0.15% 49
2023
Q1 		$3M Buy
37,662
+200
+0.5% +$14.2K 0.15% 49
2022
Q4 		$2.54M Buy
37,462
+2,562
+7% +$150K 0.15% 48
2022
Q3 		$1.74M Buy
34,900
+3,200
+10% +$171K 0.1% 50
2022
Q2 		$1.77M Buy
31,700
+1,684
+6% +$93.4K 0.1% 52
2022
Q1 		$1.67M Buy
30,016
+2,498
+9% +$128K 0.07% 58
2021
Q4 		$1.54M Buy
+27,518
New +$1.49M 0.06% 65

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

Perfromance Wealth Partners's NVO Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its Novo Nordisk (NVO) stake by 1.3% in Q1 2026, selling an estimated $15.1K and leaving 25,090 shares worth $922K. The position accounts for 0.03% of the portfolio, ranked #87.

Perfromance Wealth Partners first reported a position in NVO in Q4 2021 and has held it in 18 quarters since. The position peaked at $21.5M in Q2 2024. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Perfromance Wealth Partners held 25,090 shares of Novo Nordisk worth $922K as of Q1 2026.
  • Perfromance Wealth Partners sold 319 Novo Nordisk shares in Q1 2026, an estimated $15.1K.
  • Novo Nordisk made up 0.03% of Perfromance Wealth Partners's portfolio in Q1 2026, its #87 holding.
  • Perfromance Wealth Partners first reported a position in Novo Nordisk in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's Novo Nordisk position peaked at $21.5M in Q2 2024.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.