SPC
NVO

Sigma Planning Corp’s Novo Nordisk NVO Stock Holding History

Sigma Planning Corp’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 		$276K Buy
7,422
+865
+13% +$41K 0.01% 1083
2025
Q4 		$333K Buy
6,557
+927
+16% +$47.4K 0.01% 973
2025
Q3 		$312K Sell
5,630
-4,423
-44% -$259K 0.01% 1021
2025
Q2 		$694K Sell
10,053
-1,340
-12% -$91.1K 0.02% 647
2025
Q1 		$793K Sell
11,393
-362
-3% -$29.9K 0.03% 563
2024
Q4 		$1.01M Sell
11,755
-3,842
-25% -$415K 0.03% 482
2024
Q3 		$1.86M Sell
15,597
-967
-6% -$129K 0.06% 310
2024
Q2 		$2.36M Sell
16,564
-372
-2% -$49.3K 0.07% 248
2024
Q1 		$2.17M Buy
16,936
+7,299
+76% +$869K 0.07% 286
2023
Q4 		$997K Sell
9,637
-1,923
-17% -$190K 0.08% 271
2023
Q3 		$1.05M Buy
11,560
+5,628
+95% +$496K 0.04% 444
2023
Q2 		$480K Buy
5,932
+1,758
+42% +$144K 0.02% 747
2023
Q1 		$332K Sell
4,174
-618
-13% -$43.8K 0.01% 966
2022
Q4 		$324K Sell
4,792
-584
-11% -$34.2K 0.01% 935
2022
Q3 		$268K Sell
5,376
-376
-7% -$20.1K 0.01% 985
2022
Q2 		$321K Buy
5,752
+864
+18% +$47.9K 0.01% 960
2022
Q1 		$271K Sell
4,888
-48
-1% -$2.46K 0.01% 1106
2021
Q4 		$276K Buy
4,936
+200
+4% +$10.8K 0.01% 1128
2021
Q3 		$227K Buy
+4,736
New +$229K 0.01% 1199
2016
Q1 		– Sell
-7,156
Closed -$208K – 749
2015
Q4 		$208K Sell
7,156
-1,056
-13% -$29.2K 0.03% 596
2015
Q3 		$223K Buy
+8,212
New +$233K 0.04% 532
2015
Q2 		– Sell
-16,954
Closed -$453K – 751
2015
Q1 		$453K Buy
16,954
+100
+0.6% +$2.3K 0.06% 371
2014
Q4 		$357K Buy
+16,854
New +$376K 0.05% 440

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

Sigma Planning Corp's NVO Position: Q1 2026 in Review

Sigma Planning Corp increased its Novo Nordisk (NVO) stake by 13% in Q1 2026, buying an estimated $41K and bringing the position to 7,422 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #1083.

Sigma Planning Corp first reported a position in NVO in Q4 2014 and has held it in 23 quarters since. The position peaked at $2.36M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Sigma Planning Corp held 7,422 shares of Novo Nordisk worth $276K as of Q1 2026.
  • Sigma Planning Corp bought 865 Novo Nordisk shares in Q1 2026, an estimated $41K.
  • Novo Nordisk made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1083 holding.
  • Sigma Planning Corp first reported a position in Novo Nordisk in Q4 2014 and has held it in 23 quarters since.
  • Sigma Planning Corp's Novo Nordisk position peaked at $2.36M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.