SMA
NVO

Sage Mountain Advisors’s Novo Nordisk NVO Stock Holding History

Sage Mountain Advisors’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
-4,769
Closed -$243K – 479
2025
Q4 		$243K Sell
4,769
-2,625
-36% -$134K 0.01% 438
2025
Q3 		$410K Buy
7,394
+1,858
+34% +$109K 0.02% 311
2025
Q2 		$382K Sell
5,536
-320
-5% -$21.8K 0.02% 283
2025
Q1 		$407K Buy
5,856
+97
+2% +$8.01K 0.03% 251
2024
Q4 		$495K Sell
5,759
-838
-13% -$90.6K 0.04% 213
2024
Q3 		$786K Buy
6,597
+391
+6% +$52.1K 0.07% 140
2024
Q2 		$886K Buy
6,206
+1,697
+38% +$225K 0.08% 107
2024
Q1 		$579K Buy
4,509
+341
+8% +$40.6K 0.06% 138
2023
Q4 		$431K Buy
4,168
+202
+5% +$20K 0.05% 148
2023
Q3 		$361K Buy
3,966
+542
+16% +$47.7K 0.05% 160
2023
Q2 		$277K Sell
3,424
-10
-0.3% -$817 0.04% 196
2023
Q1 		$273K Buy
+3,434
New +$244K 0.04% 180

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

Sage Mountain Advisors's NVO Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 4,769 shares — an estimated $243K sold.

Sage Mountain Advisors first reported a position in NVO in Q1 2023 and held it in 12 quarters. The position peaked at $886K in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,769 Novo Nordisk shares in Q1 2026, an estimated $243K.
  • Sage Mountain Advisors first reported a position in Novo Nordisk in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Novo Nordisk position peaked at $886K in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.