SWMP
NVO

Signature Wealth Management Partners’s Novo Nordisk NVO Stock Holding History

Signature Wealth Management Partners’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 		$234K Sell
6,377
-50
-0.8% -$2.37K 0.12% 102
2025
Q4 		$327K Buy
6,427
+2,045
+47% +$105K 0.16% 86
2025
Q3 		$243K Buy
4,382
+1,382
+46% +$80.9K 0.13% 100
2025
Q2 		$207K Buy
+3,000
New +$204K 0.12% 102

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

Signature Wealth Management Partners's NVO Position: Q1 2026 in Review

Signature Wealth Management Partners reduced its Novo Nordisk (NVO) stake by 0.78% in Q1 2026, selling an estimated $2.37K and leaving 6,377 shares worth $234K. The position accounts for 0.12% of the portfolio, ranked #102.

Signature Wealth Management Partners first reported a position in NVO in Q2 2025 and has held it in 4 quarters since. The position peaked at $327K in Q4 2025. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Signature Wealth Management Partners held 6,377 shares of Novo Nordisk worth $234K as of Q1 2026.
  • Signature Wealth Management Partners sold 50 Novo Nordisk shares in Q1 2026, an estimated $2.37K.
  • Novo Nordisk made up 0.12% of Signature Wealth Management Partners's portfolio in Q1 2026, its #102 holding.
  • Signature Wealth Management Partners first reported a position in Novo Nordisk in Q2 2025 and has held it in 4 quarters since.
  • Signature Wealth Management Partners's Novo Nordisk position peaked at $327K in Q4 2025.
  • 1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.