PWPS
NVO

Pinnacle Wealth Planning Services’s Novo Nordisk NVO Stock Holding History

Pinnacle Wealth Planning Services’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 		$633K Buy
17,222
+3,261
+23% +$155K 0.07% 176
2025
Q4 		$710K Sell
13,961
-3,199
-19% -$164K 0.07% 145
2025
Q3 		$952K Sell
17,160
-1,630
-9% -$95.4K 0.11% 104
2025
Q2 		$1.3M Buy
18,790
+3,477
+23% +$237K 0.17% 77
2025
Q1 		$1.06M Buy
15,313
+1,053
+7% +$87K 0.16% 82
2024
Q4 		$1.23M Sell
14,260
-2,451
-15% -$265K 0.18% 65
2024
Q3 		$1.99M Sell
16,711
-120
-0.7% -$16K 0.27% 50
2024
Q2 		$2.4M Sell
16,831
-101
-0.6% -$13.4K 0.34% 45
2024
Q1 		$2.17M Sell
16,932
-13
-0.1% -$1.55K 0.32% 51
2023
Q4 		$1.75M Sell
16,945
-60
-0.4% -$5.93K 0.28% 55
2023
Q3 		$1.55M Sell
17,005
-67
-0.4% -$5.9K 0.25% 54
2023
Q2 		$1.38M Sell
17,072
-868
-5% -$70.9K 0.22% 67
2023
Q1 		$1.43M Buy
17,940
+138
+0.8% +$9.79K 0.24% 62
2022
Q4 		$1.2M Buy
17,802
+482
+3% +$28.3K 0.21% 71
2022
Q3 		$863K Sell
17,320
-916
-5% -$49.1K 0.16% 87
2022
Q2 		$1.02M Buy
18,236
+2,998
+20% +$166K 0.18% 85
2022
Q1 		$846K Buy
15,238
+4,804
+46% +$247K 0.15% 105
2021
Q4 		$584K Buy
10,434
+546
+6% +$29.6K 0.11% 137
2021
Q3 		$475K Buy
9,888
+188
+2% +$9.09K 0.11% 148
2021
Q2 		$406K Buy
9,700
+144
+2% +$5.58K 0.09% 174
2021
Q1 		$322K Buy
9,556
+1,894
+25% +$67.5K 0.08% 208
2020
Q4 		$268K Buy
7,662
+1,398
+22% +$48.3K 0.06% 220
2020
Q3 		$217K Buy
6,264
+14
+0.2% +$467 0.07% 220
2020
Q2 		$205K Sell
6,250
-554
-8% -$17.7K 0.07% 223
2020
Q1 		$204K Buy
+6,804
New +$203K 0.1% 192

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

Pinnacle Wealth Planning Services's NVO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Novo Nordisk (NVO) stake by 23% in Q1 2026, buying an estimated $155K and bringing the position to 17,222 shares worth $633K. The position accounts for 0.07% of the portfolio, ranked #176.

Pinnacle Wealth Planning Services first reported a position in NVO in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.4M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 17,222 shares of Novo Nordisk worth $633K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 3,261 Novo Nordisk shares in Q1 2026, an estimated $155K.
  • Novo Nordisk made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #176 holding.
  • Pinnacle Wealth Planning Services first reported a position in Novo Nordisk in Q1 2020 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's Novo Nordisk position peaked at $2.4M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.