RIA Advisory Group’s Novo Nordisk NVO Stock Holding History

RIA Advisory Group’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	–	Sell	-4,298	Closed	-$219K	–	162
2025 Q4	$219K	Sell	4,298 -845	-16%	-$43.2K	0.05%	131
2025 Q3	$285K	Buy	5,143 +1,312	+34%	+$76.8K	0.07%	116
2025 Q2	$264K	Buy	3,831 +776	+25%	+$52.8K	0.08%	104
2025 Q1	$212K	Buy	+3,055	New	+$252K	0.07%	131
2024 Q4	–	Sell	-2,360	Closed	-$281K	–	146
2024 Q3	$281K	Buy	+2,360	New	+$315K	0.1%	104
2024 Q1	$327K	Buy	+2,545	New	+$303K	0.13%	90
2023 Q4	–	Sell	-2,973	Closed	-$270K	–	165
2023 Q3	$270K	Buy	2,973 +25	+0.8%	+$2.2K	0.12%	88
2023 Q2	$239K	Buy	2,948 +320	+12%	+$26.1K	0.1%	102
2023 Q1	$209K	Buy	+2,628	New	+$186K	0.1%	108

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

RIA Advisory Group's NVO Position: Q1 2026 in Review

RIA Advisory Group sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 4,298 shares — an estimated $219K sold.

RIA Advisory Group first reported a position in NVO in Q1 2023 and held it in 9 quarters. The position peaked at $327K in Q1 2024. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

RIA Advisory Group reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
RIA Advisory Group sold 4,298 Novo Nordisk shares in Q1 2026, an estimated $219K.
RIA Advisory Group first reported a position in Novo Nordisk in Q1 2023 and held it in 9 quarters.
RIA Advisory Group's Novo Nordisk position peaked at $327K in Q1 2024.
1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.