PCS
NVO

Personal CFO Solutions’s Novo Nordisk NVO Stock Holding History

Personal CFO Solutions’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 		$679K Sell
17,891
-3,979
-18% -$189K 0.1% 193
2025
Q4 		$1.11M Buy
21,870
+308
+1% +$15.8K 0.18% 105
2025
Q3 		$1.2M Buy
21,562
+1,268
+6% +$74.2K 0.21% 94
2025
Q2 		$1.4M Sell
20,294
-5,426
-21% -$369K 0.26% 76
2025
Q1 		$1.79M Sell
25,720
-1,411
-5% -$117K 0.36% 50
2024
Q4 		$2.33M Sell
27,131
-3,770
-12% -$408K 0.46% 39
2024
Q3 		$3.68M Buy
30,901
+114
+0.4% +$15.2K 0.51% 42
2024
Q2 		$4.39M Buy
30,787
+907
+3% +$120K 0.68% 27
2024
Q1 		$3.84M Buy
29,880
+106
+0.4% +$12.6K 0.6% 35
2023
Q4 		$3.08M Sell
29,774
-74
-0.2% -$7.32K 0.53% 38
2023
Q3 		$2.71M Buy
29,848
+4,390
+17% +$387K 0.54% 36
2023
Q2 		$2.06M Sell
25,458
-66
-0.3% -$5.39K 0.42% 56
2023
Q1 		$2.03M Sell
25,524
-414
-2% -$29.4K 0.42% 53
2022
Q4 		$1.76M Sell
25,938
-332
-1% -$19.5K 0.37% 53
2022
Q3 		$1.31M Sell
26,270
-978
-4% -$52.4K 0.33% 56
2022
Q2 		$1.52M Buy
27,248
+3,416
+14% +$190K 0.36% 51
2022
Q1 		$1.32M Buy
23,832
+15,752
+195% +$808K 0.26% 74
2021
Q4 		$452K Buy
8,080
+36
+0.4% +$1.95K 0.08% 218
2021
Q3 		$386K Buy
+8,044
New +$389K 0.08% 225
2021
Q1 		– Sell
-8,814
Closed -$308K – 435
2020
Q4 		$308K Buy
8,814
+396
+5% +$13.7K 0.08% 239
2020
Q3 		$0 Buy
8,418
+416
+5% +$13.9K ﹤0.01% 271
2020
Q2 		$262K Buy
8,002
+530
+7% +$16.9K 0.08% 232
2020
Q1 		$225K Sell
7,472
-890
-11% -$26.5K 0.08% 218
2019
Q4 		$242K Buy
+8,362
New +$232K 0.07% 273

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

Personal CFO Solutions's NVO Position: Q1 2026 in Review

Personal CFO Solutions reduced its Novo Nordisk (NVO) stake by 18% in Q1 2026, selling an estimated $189K and leaving 17,891 shares worth $679K. The position accounts for 0.1% of the portfolio, ranked #193.

Personal CFO Solutions first reported a position in NVO in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.39M in Q2 2024. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Personal CFO Solutions held 17,891 shares of Novo Nordisk worth $679K as of Q1 2026.
  • Personal CFO Solutions sold 3,979 Novo Nordisk shares in Q1 2026, an estimated $189K.
  • Novo Nordisk made up 0.1% of Personal CFO Solutions's portfolio in Q1 2026, its #193 holding.
  • Personal CFO Solutions first reported a position in Novo Nordisk in Q4 2019 and has held it in 24 quarters since.
  • Personal CFO Solutions's Novo Nordisk position peaked at $4.39M in Q2 2024.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.