SAG
NVO

SageView Advisory Group’s Novo Nordisk NVO Stock Holding History

SageView 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
-15,469
Closed -$787K – 1816
2025
Q4 		$787K Sell
15,469
-10,047
-39% -$514K 0.03% 284
2025
Q3 		$1.42M Buy
+25,516
New +$1.49M 0.05% 220
2025
Q2 		– Sell
-6,866
Closed -$477K – 633
2025
Q1 		$477K Sell
6,866
-853
-11% -$70.5K 0.02% 359
2024
Q4 		$664K Sell
7,719
-420
-5% -$45.4K 0.03% 291
2024
Q3 		$969K Sell
8,139
-810
-9% -$108K 0.05% 204
2024
Q2 		$1.28M Buy
+8,949
New +$1.19M 0.06% 187
2024
Q1 		– Sell
-2,489
Closed -$271K – 699
2023
Q4 		$271K Buy
+2,489
New +$246K 0.01% 541

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

SageView Advisory Group sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 15,469 shares — an estimated $787K sold.

SageView Advisory Group first reported a position in NVO in Q4 2023 and held it in 7 quarters. The position peaked at $1.42M in Q3 2025. 1,279 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • SageView Advisory Group reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 15,469 Novo Nordisk shares in Q1 2026, an estimated $787K.
  • SageView Advisory Group first reported a position in Novo Nordisk in Q4 2023 and held it in 7 quarters.
  • SageView Advisory Group's Novo Nordisk position peaked at $1.42M in Q3 2025.
  • 1,279 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.