QWP
NVO

Quotient Wealth Partners’s Novo Nordisk NVO Stock Holding History

Quotient 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 		$294K Sell
7,996
-1,095
-12% -$51.9K 0.01% 292
2025
Q4 		$463K Buy
9,091
+177
+2% +$9.05K 0.01% 206
2025
Q3 		$495K Sell
8,914
-666
-7% -$39K 0.01% 195
2025
Q2 		$661K Buy
9,580
+165
+2% +$11.2K 0.02% 154
2025
Q1 		$654K Buy
9,415
+430
+5% +$35.5K 0.02% 150
2024
Q4 		$773K Sell
8,985
-599
-6% -$64.8K 0.03% 127
2024
Q3 		$1.14M Sell
9,584
-1,812
-16% -$242K 0.04% 99
2024
Q2 		$1.63M Sell
11,396
-16,421
-59% -$2.18M 0.06% 73
2024
Q1 		$3.57M Sell
27,817
-23,720
-46% -$2.82M 0.13% 50
2023
Q4 		$5.33M Buy
+51,537
New +$5.1M 0.21% 47

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

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

Quotient Wealth Partners reduced its Novo Nordisk (NVO) stake by 12% in Q1 2026, selling an estimated $51.9K and leaving 7,996 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #292.

Quotient Wealth Partners first reported a position in NVO in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.33M in Q4 2023. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Quotient Wealth Partners held 7,996 shares of Novo Nordisk worth $294K as of Q1 2026.
  • Quotient Wealth Partners sold 1,095 Novo Nordisk shares in Q1 2026, an estimated $51.9K.
  • Novo Nordisk made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #292 holding.
  • Quotient Wealth Partners first reported a position in Novo Nordisk in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's Novo Nordisk position peaked at $5.33M in Q4 2023.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.