Red Tortoise LLC’s Novo Nordisk NVO Stock Holding History

Red Tortoise LLC’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	$17.5K	Hold	476	–	–	0.01%	215
2025 Q4	$24.2K	Hold	476	–	–	0.01%	176
2025 Q3	$26.4K	Hold	476	–	–	0.01%	168
2025 Q2	$32.9K	Hold	476	–	–	0.02%	133
2025 Q1	$33.1K	Sell	476 -250	-34%	-$20.6K	0.02%	126
2024 Q4	$62.5K	Hold	726	–	–	0.03%	109
2024 Q3	$86.4K	Hold	726	–	–	0.04%	103
2024 Q2	$104K	Hold	726	–	–	0.06%	94
2024 Q1	$93.2K	Buy	726 +166	+30%	+$19.8K	0.05%	94
2023 Q4	$57.9K	Hold	560	–	–	0.03%	99
2023 Q3	$50.9K	Hold	560	–	–	0.03%	99
2023 Q2	$45.3K	Sell	560 -90	-14%	-$7.35K	0.03%	104
2023 Q1	$51.7K	Sell	650 -324	-33%	-$23K	0.03%	98
2022 Q4	$65.9K	Buy	+974	New	+$57.1K	0.05%	104
2021 Q4	–	Sell	-1,046	Closed	-$52K	–	370
2021 Q3	$52K	Buy	+1,046	New	+$50.6K	0.04%	104

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Red Tortoise LLC's NVO Position: Q1 2026 in Review

Red Tortoise LLC held its Novo Nordisk (NVO) position steady in Q1 2026 at 476 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #215.

Red Tortoise LLC first reported a position in NVO in Q3 2021 and has held it in 15 quarters since. The position peaked at $104K in Q2 2024. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Red Tortoise LLC held 476 shares of Novo Nordisk worth $17.5K as of Q1 2026.
Red Tortoise LLC left its Novo Nordisk share count unchanged in Q1 2026.
Novo Nordisk made up 0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #215 holding.
Red Tortoise LLC first reported a position in Novo Nordisk in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's Novo Nordisk position peaked at $104K in Q2 2024.
1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.