Sagespring Wealth Partners’s Novo Nordisk NVO Stock Holding History

Sagespring Wealth Partners’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	$458K	Sell	12,473 -2,693	-18%	-$128K	0.01%	521
2025 Q4	$772K	Sell	15,166 -1,868	-11%	-$95.5K	0.01%	360
2025 Q3	$945K	Sell	17,034 -2,142	-11%	-$125K	0.02%	308
2025 Q2	$1.32M	Buy	19,176 +1,140	+6%	+$77.5K	0.03%	227
2025 Q1	$1.25M	Sell	18,036 -1,308	-7%	-$108K	0.03%	209
2024 Q4	$1.66M	Buy	+19,344	New	+$2.09M	0.04%	158

Other funds holding NVO

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Sagespring Wealth Partners's NVO Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Novo Nordisk (NVO) stake by 18% in Q1 2026, selling an estimated $128K and leaving 12,473 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #521.

Sagespring Wealth Partners first reported a position in NVO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.66M in Q4 2024. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Sagespring Wealth Partners held 12,473 shares of Novo Nordisk worth $458K as of Q1 2026.
Sagespring Wealth Partners sold 2,693 Novo Nordisk shares in Q1 2026, an estimated $128K.
Novo Nordisk made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #521 holding.
Sagespring Wealth Partners first reported a position in Novo Nordisk in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Novo Nordisk position peaked at $1.66M in Q4 2024.
1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.