SFMG Wealth Advisors’s Novo Nordisk NVO Stock Holding History

SFMG Wealth 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	$4.4M	Buy	119,774 +3,757	+3%	+$178K	0.3%	48
2025 Q4	$5.9M	Buy	116,017 +5,657	+5%	+$289K	0.4%	37
2025 Q3	$6.12M	Buy	110,360 +6,945	+7%	+$407K	0.42%	36
2025 Q2	$7.14M	Buy	+103,415	New	+$7.03M	0.54%	28
2024 Q4	–	Sell	-1,815	Closed	-$216K	–	285
2024 Q3	$216K	Buy	1,815 +237	+15%	+$31.6K	0.02%	240
2024 Q2	$225K	Sell	1,578 -93	-6%	-$12.3K	0.02%	226
2024 Q1	$215K	Buy	+1,671	New	+$199K	0.02%	240

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 $137B AUM 18.02% 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

SFMG Wealth Advisors's NVO Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Novo Nordisk (NVO) stake by 3.2% in Q1 2026, buying an estimated $178K and bringing the position to 119,774 shares worth $4.4M. The position accounts for 0.3% of the portfolio, ranked #48.

SFMG Wealth Advisors first reported a position in NVO in Q1 2024 and has held it in 7 quarters since. The position peaked at $7.14M in Q2 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

SFMG Wealth Advisors held 119,774 shares of Novo Nordisk worth $4.4M as of Q1 2026.
SFMG Wealth Advisors bought 3,757 Novo Nordisk shares in Q1 2026, an estimated $178K.
Novo Nordisk made up 0.3% of SFMG Wealth Advisors's portfolio in Q1 2026, its #48 holding.
SFMG Wealth Advisors first reported a position in Novo Nordisk in Q1 2024 and has held it in 7 quarters since.
SFMG Wealth Advisors's Novo Nordisk position peaked at $7.14M in Q2 2025.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.