Raymond James Financial
NVO

Raymond James Financial’s Novo Nordisk NVO Stock Holding History

Raymond James Financial’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 		$130M Buy
3,531,005
+363,894
+11% +$17.2M 0.04% 412
2025
Q4 		$161M Sell
3,167,111
-114,968
-4% -$5.88M 0.05% 336
2025
Q3 		$182M Sell
3,282,079
-87,608
-3% -$5.13M 0.06% 293
2025
Q2 		$233M Sell
3,369,687
-345,619
-9% -$23.5M 0.08% 225
2025
Q1 		$258M Sell
3,715,306
-991,860
-21% -$81.9M 0.1% 192
2024
Q4 		$405M Buy
+4,707,166
New +$509M 0.15% 115

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 $147M AUM 25.76% 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

Raymond James Financial's NVO Position: Q1 2026 in Review

Raymond James Financial increased its Novo Nordisk (NVO) stake by 11% in Q1 2026, buying an estimated $17.2M and bringing the position to 3,531,005 shares worth $130M. The position accounts for 0.04% of the portfolio, ranked #412.

Raymond James Financial first reported a position in NVO in Q4 2024 and has held it in 6 quarters since. The position peaked at $405M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Raymond James Financial held 3,531,005 shares of Novo Nordisk worth $130M as of Q1 2026.
  • Raymond James Financial bought 363,894 Novo Nordisk shares in Q1 2026, an estimated $17.2M.
  • Novo Nordisk made up 0.04% of Raymond James Financial's portfolio in Q1 2026, its #412 holding.
  • Raymond James Financial first reported a position in Novo Nordisk in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Novo Nordisk position peaked at $405M in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.