Principle Wealth Partners’s Novo Nordisk NVO Stock Holding History

Principle 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	$454K	Buy	12,365 +644	+5%	+$30.5K	0.03%	252
2025 Q4	$596K	Sell	11,721 -1,414	-11%	-$72.3K	0.03%	220
2025 Q3	$729K	Buy	13,135 +5,540	+73%	+$324K	0.04%	190
2025 Q2	$524K	Buy	7,595 +941	+14%	+$64K	0.03%	228
2025 Q1	$462K	Buy	6,654 +2,152	+48%	+$178K	0.03%	235
2024 Q4	$387K	Buy	4,502 +510	+13%	+$55.2K	0.03%	253
2024 Q3	$475K	Buy	3,992 +25	+0.6%	+$3.33K	0.03%	231
2024 Q2	$566K	Buy	3,967 +198	+5%	+$26.2K	0.04%	204
2024 Q1	$484K	Sell	3,769 -5	-0.1%	-$595	0.04%	225
2023 Q4	$390K	Buy	+3,774	New	+$373K	0.03%	240
2020 Q3	–	Sell	-2,000	Closed	-$65K	–	335
2020 Q2	$65K	Buy	+2,000	New	+$63.8K	0.02%	252

Other funds holding NVO

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

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

Principle Wealth Partners increased its Novo Nordisk (NVO) stake by 5.5% in Q1 2026, buying an estimated $30.5K and bringing the position to 12,365 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #252.

Principle Wealth Partners first reported a position in NVO in Q2 2020 and has held it in 11 quarters since. The position peaked at $729K in Q3 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Principle Wealth Partners held 12,365 shares of Novo Nordisk worth $454K as of Q1 2026.
Principle Wealth Partners bought 644 Novo Nordisk shares in Q1 2026, an estimated $30.5K.
Novo Nordisk made up 0.03% of Principle Wealth Partners's portfolio in Q1 2026, its #252 holding.
Principle Wealth Partners first reported a position in Novo Nordisk in Q2 2020 and has held it in 11 quarters since.
Principle Wealth Partners's Novo Nordisk position peaked at $729K in Q3 2025.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.