Smartleaf Asset Management’s Novo Nordisk NVO Stock Holding History

Smartleaf Asset 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	$475K	Sell	13,470 -3,665	-21%	-$174K	0.02%	545
2025 Q4	$878K	Sell	17,135 -2,484	-13%	-$127K	0.03%	401
2025 Q3	$1.09M	Buy	19,619 +4,641	+31%	+$272K	0.07%	305
2025 Q2	$1.03M	Sell	14,978 -2,124	-12%	-$144K	0.09%	247
2025 Q1	$1.19M	Sell	17,102 -686	-4%	-$56.7K	0.11%	200
2024 Q4	$1.52M	Buy	17,788 +8,351	+88%	+$903K	0.16%	147
2024 Q3	$1.14M	Buy	9,437 +4,168	+79%	+$556K	0.14%	171
2024 Q2	$761K	Buy	5,269 +1,006	+24%	+$133K	0.12%	187
2024 Q1	$546K	Buy	4,263 +110	+3%	+$13.1K	0.11%	208
2023 Q4	$430K	Buy	+4,153	New	+$411K	0.12%	182

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

Smartleaf Asset Management's NVO Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Novo Nordisk (NVO) stake by 21% in Q1 2026, selling an estimated $174K and leaving 13,470 shares worth $475K. The position accounts for 0.02% of the portfolio, ranked #545.

Smartleaf Asset Management first reported a position in NVO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.52M in Q4 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Smartleaf Asset Management held 13,470 shares of Novo Nordisk worth $475K as of Q1 2026.
Smartleaf Asset Management sold 3,665 Novo Nordisk shares in Q1 2026, an estimated $174K.
Novo Nordisk made up 0.02% of Smartleaf Asset Management's portfolio in Q1 2026, its #545 holding.
Smartleaf Asset Management first reported a position in Novo Nordisk in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Novo Nordisk position peaked at $1.52M in Q4 2024.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.