PS
NVO

Principal Securities’s Novo Nordisk NVO Stock Holding History

Principal Securities’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 		$1.2M Sell
32,637
-628
-2% -$29.8K 0.02% 666
2025
Q4 		$1.69M Buy
33,265
+646
+2% +$33K 0.03% 529
2025
Q3 		$1.81M Sell
32,619
-4,303
-12% -$252K 0.03% 484
2025
Q2 		$2.55M Buy
36,922
+2,831
+8% +$193K 0.05% 341
2025
Q1 		$2.93M Buy
34,091
+71
+0.2% +$5.86K 0.07% 273
2024
Q4 		$2.93M Sell
34,020
-7,767
-19% -$840K 0.07% 273
2024
Q3 		$4.98M Buy
41,787
+708
+2% +$94.4K 0.12% 169
2024
Q2 		$5.86M Buy
41,079
+6,890
+20% +$913K 0.16% 113
2024
Q1 		$4.39M Buy
34,189
+7,069
+26% +$841K 0.14% 141
2023
Q4 		$2.81M Buy
+27,120
New +$2.68M 0.1% 186

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

Principal Securities's NVO Position: Q1 2026 in Review

Principal Securities reduced its Novo Nordisk (NVO) stake by 1.9% in Q1 2026, selling an estimated $29.8K and leaving 32,637 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #666.

Principal Securities first reported a position in NVO in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.86M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Principal Securities held 32,637 shares of Novo Nordisk worth $1.2M as of Q1 2026.
  • Principal Securities sold 628 Novo Nordisk shares in Q1 2026, an estimated $29.8K.
  • Novo Nordisk made up 0.02% of Principal Securities's portfolio in Q1 2026, its #666 holding.
  • Principal Securities first reported a position in Novo Nordisk in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Novo Nordisk position peaked at $5.86M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.