SO
NVO

Sierra Ocean’s Novo Nordisk NVO Stock Holding History

Sierra Ocean’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 		$251K Buy
6,825
+1,270
+23% +$60.2K 0.21% 49
2025
Q4 		$283K Sell
5,555
-1,668
-23% -$85.3K 0.23% 42
2025
Q3 		$401K Buy
7,223
+749
+12% +$43.8K 0.34% 35
2025
Q2 		$447K Sell
6,474
-31
-0.5% -$2.11K 0.32% 31
2025
Q1 		$452K Buy
6,505
+1,798
+38% +$149K 0.36% 29
2024
Q4 		$405K Buy
+4,707
New +$509K 0.33% 33

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 $137B AUM 18.02% 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

Sierra Ocean's NVO Position: Q1 2026 in Review

Sierra Ocean increased its Novo Nordisk (NVO) stake by 23% in Q1 2026, buying an estimated $60.2K and bringing the position to 6,825 shares worth $251K. The position accounts for 0.21% of the portfolio, ranked #49.

Sierra Ocean first reported a position in NVO in Q4 2024 and has held it in 6 quarters since. The position peaked at $452K in Q1 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Sierra Ocean held 6,825 shares of Novo Nordisk worth $251K as of Q1 2026.
  • Sierra Ocean bought 1,270 Novo Nordisk shares in Q1 2026, an estimated $60.2K.
  • Novo Nordisk made up 0.21% of Sierra Ocean's portfolio in Q1 2026, its #49 holding.
  • Sierra Ocean first reported a position in Novo Nordisk in Q4 2024 and has held it in 6 quarters since.
  • Sierra Ocean's Novo Nordisk position peaked at $452K in Q1 2025.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Sierra Ocean's 13F filing for Q1 2026, filed 27 Apr 2026.