RWM
NVO

RKL Wealth Management’s Novo Nordisk NVO Stock Holding History

RKL Wealth Management’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 		$1.92M Sell
52,347
-1,964
-4% -$93.1K 0.17% 69
2025
Q4 		$2.76M Sell
54,311
-25,192
-32% -$1.29M 0.23% 55
2025
Q3 		$4.41M Sell
79,503
-4,452
-5% -$261K 0.38% 35
2025
Q2 		$5.79M Buy
83,955
+620
+0.7% +$42.2K 0.51% 29
2025
Q1 		$5.79M Sell
83,335
-375
-0.4% -$31K 0.55% 30
2024
Q4 		$7.2M Sell
83,710
-760
-0.9% -$82.2K 0.64% 29
2024
Q3 		$10.1M Buy
84,470
+400
+0.5% +$53.3K 0.91% 22
2024
Q2 		$12M Sell
84,070
-2,885
-3% -$382K 1.16% 21
2024
Q1 		$11.2M Buy
86,955
+12,257
+16% +$1.46M 1.11% 21
2023
Q4 		$7.73M Sell
74,698
-394
-0.5% -$39K 0.84% 27
2023
Q3 		$6.83M Sell
75,092
-4,866
-6% -$429K 0.84% 27
2023
Q2 		$6.47M Sell
79,958
-1,218
-2% -$99.5K 0.77% 29
2023
Q1 		$6.46M Sell
81,176
-7,512
-8% -$533K 0.82% 27
2022
Q4 		$6M Sell
88,688
-636
-0.7% -$37.3K 0.8% 29
2022
Q3 		$4.45M Hold
89,324
– – 0.64% 32
2022
Q2 		$4.98M Sell
89,324
-116
-0.1% -$6.44K 0.68% 31
2022
Q1 		$4.97M Sell
89,440
-798
-0.9% -$41K 0.6% 32
2021
Q4 		$5.05M Sell
90,238
-742
-0.8% -$40.2K 0.6% 32
2021
Q3 		$4.37M Sell
90,980
-2,606
-3% -$126K 0.55% 33
2021
Q2 		$3.92M Sell
93,586
-1,322
-1% -$51.2K 0.49% 37
2021
Q1 		$3.2M Sell
94,908
-1,700
-2% -$60.5K 0.43% 38
2020
Q4 		$3.37M Sell
96,608
-998
-1% -$34.5K 0.47% 39
2020
Q3 		$3.39M Sell
97,606
-220
-0.2% -$7.33K 0.54% 37
2020
Q2 		$3.2M Buy
97,826
+378
+0.4% +$12.1K 0.55% 36
2020
Q1 		$2.93M Sell
97,448
-1,824
-2% -$54.3K 0.61% 35
2019
Q4 		$2.87M Sell
99,272
-1,422
-1% -$39.4K 0.52% 42
2019
Q3 		$2.61M Sell
100,694
-3,066
-3% -$77.5K 0.5% 41
2019
Q2 		$2.65M Sell
103,760
-2,698
-3% -$66.7K 0.49% 42
2019
Q1 		$2.78M Sell
106,458
-9,206
-8% -$226K 0.54% 42
2018
Q4 		$2.67M Sell
115,664
-2,184
-2% -$48.5K 0.62% 39
2018
Q3 		$2.78M Sell
117,848
-3,376
-3% -$82.4K 0.59% 40
2018
Q2 		$2.8M Sell
121,224
-5,152
-4% -$122K 0.63% 36
2018
Q1 		$3.11M Sell
126,376
-6,062
-5% -$159K 0.74% 34
2017
Q4 		$3.56M Sell
132,438
-20,642
-13% -$525K 0.88% 31
2017
Q3 		$3.68M Sell
153,080
-25,514
-14% -$577K 1.03% 32
2017
Q2 		$3.83M Sell
178,594
-30,906
-15% -$624K 1.21% 31
2017
Q1 		$3.59M Sell
209,500
-43,882
-17% -$764K 1.44% 27
2016
Q4 		$4.54M Sell
253,382
-27,438
-10% -$497K 2.19% 22
2016
Q3 		$5.84M Sell
280,820
-41,000
-13% -$1.02M 2.94% 16
2016
Q2 		$7.57M Buy
321,820
+33,758
+12% +$926K 3.94% 3
2016
Q1 		$7.8M Sell
288,062
-15,616
-5% -$418K 4.48% 3
2015
Q4 		$8.84K Sell
303,678
-9,936
-3% -$275K 4.1% 3
2015
Q3 		$8.47M Sell
313,614
-14,886
-5% -$421K 5.34% 2
2015
Q2 		$8.99M Sell
328,500
-15,378
-4% -$432K 5.39% 2
2015
Q1 		$9.18M Buy
343,878
+8,080
+2% +$186K 5.56% 2
2014
Q4 		$7.11M Buy
335,798
+8,076
+2% +$180K 4.63% 4
2014
Q3 		$7.8M Buy
+327,722
New +$7.54M 5.45% 2

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

RKL Wealth Management's NVO Position: Q1 2026 in Review

RKL Wealth Management reduced its Novo Nordisk (NVO) stake by 3.6% in Q1 2026, selling an estimated $93.1K and leaving 52,347 shares worth $1.92M. The position accounts for 0.17% of the portfolio, ranked #69.

RKL Wealth Management first reported a position in NVO in Q3 2014 and has held it in 47 quarters since. The position peaked at $12M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • RKL Wealth Management held 52,347 shares of Novo Nordisk worth $1.92M as of Q1 2026.
  • RKL Wealth Management sold 1,964 Novo Nordisk shares in Q1 2026, an estimated $93.1K.
  • Novo Nordisk made up 0.17% of RKL Wealth Management's portfolio in Q1 2026, its #69 holding.
  • RKL Wealth Management first reported a position in Novo Nordisk in Q3 2014 and has held it in 47 quarters since.
  • RKL Wealth Management's Novo Nordisk position peaked at $12M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.