PWP
NVO

Private Wealth Partners’s Novo Nordisk NVO Stock Holding History

Private 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 		$1.06M Buy
28,835
+3,885
+16% +$184K 0.08% 98
2025
Q4 		$1.27M Buy
24,950
+3,312
+15% +$169K 0.09% 87
2025
Q3 		$1.2M Sell
21,638
-31,955
-60% -$1.87M 0.09% 90
2025
Q2 		$3.7M Sell
53,593
-12,267
-19% -$834K 0.29% 52
2025
Q1 		$4.57M Buy
65,860
+16,560
+34% +$1.37M 0.38% 46
2024
Q4 		$4.24M Buy
49,300
+16,097
+48% +$1.74M 0.32% 48
2024
Q3 		$3.95M Buy
33,203
+20,188
+155% +$2.69M 0.32% 51
2024
Q2 		$1.86M Buy
13,015
+5,445
+72% +$722K 0.14% 67
2024
Q1 		$972K Buy
7,570
+1,620
+27% +$193K 0.08% 86
2023
Q4 		$616K Buy
+5,950
New +$588K 0.05% 101
2017
Q1 		– Sell
-22,800
Closed -$409K – 115
2016
Q4 		$409K Sell
22,800
-3,000
-12% -$54.4K 0.1% 85
2016
Q3 		$537K Sell
25,800
-6,200
-19% -$154K 0.13% 80
2016
Q2 		$860K Buy
32,000
+6,200
+24% +$170K 0.21% 71
2016
Q1 		$699K Hold
25,800
– – 0.17% 79
2015
Q4 		$749K Buy
25,800
+5,000
+24% +$138K 0.18% 85
2015
Q3 		$564K Sell
20,800
-800
-4% -$22.7K 0.14% 97
2015
Q2 		$591K Buy
21,600
+6,000
+38% +$169K 0.13% 99
2015
Q1 		$416K Sell
15,600
-6,000
-28% -$138K 0.1% 114
2014
Q4 		$457K Sell
21,600
-6,600
-23% -$147K 0.11% 113
2014
Q3 		$671K Hold
28,200
– – 0.15% 113
2014
Q2 		$651K Buy
28,200
+200
+0.7% +$4.42K 0.14% 110
2014
Q1 		$639K Hold
28,000
– – 0.15% 106
2013
Q4 		$517K Hold
28,000
– – 0.12% 121
2013
Q3 		$474K Hold
28,000
– – 0.11% 125
2013
Q2 		$434K Buy
+28,000
New +$466K 0.11% 121

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

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

Private Wealth Partners increased its Novo Nordisk (NVO) stake by 16% in Q1 2026, buying an estimated $184K and bringing the position to 28,835 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #98.

Private Wealth Partners first reported a position in NVO in Q2 2013 and has held it in 25 quarters since. The position peaked at $4.57M in Q1 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Private Wealth Partners held 28,835 shares of Novo Nordisk worth $1.06M as of Q1 2026.
  • Private Wealth Partners bought 3,885 Novo Nordisk shares in Q1 2026, an estimated $184K.
  • Novo Nordisk made up 0.08% of Private Wealth Partners's portfolio in Q1 2026, its #98 holding.
  • Private Wealth Partners first reported a position in Novo Nordisk in Q2 2013 and has held it in 25 quarters since.
  • Private Wealth Partners's Novo Nordisk position peaked at $4.57M in Q1 2025.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.