PWS
NVO

Precision Wealth Strategies’s Novo Nordisk NVO Stock Holding History

Precision Wealth Strategies’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 		– Sell
-10,128
Closed -$515K – 176
2025
Q4 		$515K Sell
10,128
-2,696
-21% -$138K 0.17% 120
2025
Q3 		$712K Sell
12,824
-407
-3% -$23.8K 0.23% 95
2025
Q2 		$913K Buy
+13,231
New +$900K 0.3% 65

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Precision Wealth Strategies's NVO Position: Q1 2026 in Review

Precision Wealth Strategies sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 10,128 shares — an estimated $515K sold.

Precision Wealth Strategies first reported a position in NVO in Q2 2025 and held it in 3 quarters. The position peaked at $913K in Q2 2025. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Precision Wealth Strategies reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Precision Wealth Strategies sold 10,128 Novo Nordisk shares in Q1 2026, an estimated $515K.
  • Precision Wealth Strategies first reported a position in Novo Nordisk in Q2 2025 and held it in 3 quarters.
  • Precision Wealth Strategies's Novo Nordisk position peaked at $913K in Q2 2025.
  • 1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Precision Wealth Strategies's 13F filing for Q1 2026, filed 6 May 2026.