SWM
NVO

SHP Wealth Management’s Novo Nordisk NVO Stock Holding History

SHP Wealth Management’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 		$48.3K Sell
1,314
-2
-0.2% -$95 ﹤0.01% 500
2025
Q4 		$67K Buy
+1,316
New +$67.3K 0.01% 422

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 $147M AUM 25.76% 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

SHP Wealth Management's NVO Position: Q1 2026 in Review

SHP Wealth Management reduced its Novo Nordisk (NVO) stake by 0.15% in Q1 2026, selling an estimated $95 and leaving 1,314 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

SHP Wealth Management first reported a position in NVO in Q4 2025 and has held it in 2 quarters since. The position peaked at $67K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • SHP Wealth Management held 1,314 shares of Novo Nordisk worth $48.3K as of Q1 2026.
  • SHP Wealth Management sold 2 Novo Nordisk shares in Q1 2026, an estimated $95.
  • Novo Nordisk made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #500 holding.
  • SHP Wealth Management first reported a position in Novo Nordisk in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Novo Nordisk position peaked at $67K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.