Sargent Investment Group’s Novo Nordisk NVO Stock Holding History

Sargent Investment 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	-4,776	Closed	-$243K	–	276
2025 Q4	$243K	Buy	+4,776	New	+$244K	0.03%	228
2025 Q3	–	Sell	-7,776	Closed	-$353K	–	194
2025 Q2	$353K	Sell	7,776 -206	-3%	-$14K	0.05%	180
2025 Q1	$554K	Buy	+7,982	New	+$659K	0.09%	140
2024 Q4	–	Sell	-1,776	Closed	-$211K	–	247
2024 Q3	$211K	Hold	1,776	–	–	0.04%	202
2024 Q2	$254K	Hold	1,776	–	–	0.05%	181
2024 Q1	$228K	Sell	1,776 -1,000	-36%	-$119K	0.05%	181
2023 Q4	$287K	Hold	2,776	–	–	0.06%	171
2023 Q3	$252K	Buy	2,776 +176	+7%	+$15.5K	0.06%	170
2023 Q2	$210K	Hold	2,600	–	–	0.05%	180
2023 Q1	$207K	Sell	2,600 -400	-13%	-$28.4K	0.05%	180
2022 Q4	$203K	Buy	+3,000	New	+$176K	0.06%	176

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

Sargent Investment Group's NVO Position: Q1 2026 in Review

Sargent Investment Group sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 4,776 shares — an estimated $243K sold.

Sargent Investment Group first reported a position in NVO in Q4 2022 and held it in 11 quarters. The position peaked at $554K in Q1 2025. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Sargent Investment Group reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Sargent Investment Group sold 4,776 Novo Nordisk shares in Q1 2026, an estimated $243K.
Sargent Investment Group first reported a position in Novo Nordisk in Q4 2022 and held it in 11 quarters.
Sargent Investment Group's Novo Nordisk position peaked at $554K in Q1 2025.
1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.