Stifel Financial
NVO

Stifel Financial’s Novo Nordisk NVO Stock Holding History

Stifel Financial’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 		$42.5M Sell
1,156,481
-111,219
-9% -$5.27M 0.04% 403
2025
Q4 		$64.5M Buy
1,267,700
+348,328
+38% +$17.8M 0.06% 317
2025
Q3 		$51M Sell
919,372
-227,577
-20% -$13.3M 0.05% 358
2025
Q2 		$79.2M Sell
1,146,949
-40,568
-3% -$2.76M 0.08% 260
2025
Q1 		$82.5M Sell
1,187,517
-329,650
-22% -$27.2M 0.09% 239
2024
Q4 		$131M Sell
1,517,167
-240,123
-14% -$26M 0.14% 160
2024
Q3 		$209M Sell
1,757,290
-14,742
-0.8% -$1.97M 0.22% 106
2024
Q2 		$253M Buy
1,772,032
+74,716
+4% +$9.9M 0.28% 80
2024
Q1 		$218M Buy
1,697,316
+72,189
+4% +$8.59M 0.25% 92
2023
Q4 		$168M Buy
1,625,127
+99,677
+7% +$9.86M 0.21% 109
2023
Q3 		$139M Buy
1,525,450
+34,770
+2% +$3.06M 0.2% 115
2023
Q2 		$121M Sell
1,490,680
-514,998
-26% -$42.1M 0.17% 140
2023
Q1 		$160M Sell
2,005,678
-413,146
-17% -$29.3M 0.23% 102
2022
Q4 		$164M Sell
2,418,824
-25,310
-1% -$1.48M 0.25% 92
2022
Q3 		$122M Sell
2,444,134
-35,556
-1% -$1.9M 0.2% 119
2022
Q2 		$138M Buy
2,479,690
+134,324
+6% +$7.45M 0.22% 107
2022
Q1 		$130M Buy
2,345,366
+259,788
+12% +$13.3M 0.18% 133
2021
Q4 		$117M Buy
2,085,578
+60,016
+3% +$3.25M 0.15% 151
2021
Q3 		$97.2M Buy
2,025,562
+84,398
+4% +$4.08M 0.14% 156
2021
Q2 		$81.3M Buy
1,941,164
+70,712
+4% +$2.74M 0.12% 176
2021
Q1 		$63.1M Buy
1,870,452
+267,598
+17% +$9.53M 0.1% 200
2020
Q4 		$56M Buy
1,602,854
+48,250
+3% +$1.67M 0.1% 203
2020
Q3 		$54M Buy
1,554,604
+24,934
+2% +$831K 0.11% 186
2020
Q2 		$50.1M Buy
1,529,670
+704,814
+85% +$22.5M 0.12% 184
2020
Q1 		$24.8M Buy
824,856
+198,788
+32% +$5.92M 0.07% 253
2019
Q4 		$18.1M Buy
626,068
+60,510
+11% +$1.68M 0.04% 388
2019
Q3 		$14.6M Buy
565,558
+53,848
+11% +$1.36M 0.04% 426
2019
Q2 		$13.1M Sell
511,710
-4,554
-0.9% -$113K 0.03% 470
2019
Q1 		$13.5M Buy
516,264
+33,578
+7% +$825K 0.04% 432
2018
Q4 		$11.1M Sell
482,686
-126,830
-21% -$2.82M 0.04% 458
2018
Q3 		$14.4M Sell
609,516
-53,436
-8% -$1.3M 0.04% 391
2018
Q2 		$15.3M Sell
662,952
-52,406
-7% -$1.25M 0.05% 391
2018
Q1 		$17.6M Sell
715,358
-11,804
-2% -$310K 0.06% 341
2017
Q4 		$19.5M Buy
727,162
+4,766
+0.7% +$121K 0.06% 310
2017
Q3 		$17.4M Sell
722,396
-23,542
-3% -$532K 0.06% 315
2017
Q2 		$16M Buy
745,938
+18,060
+2% +$364K 0.06% 316
2017
Q1 		$12.5M Sell
727,878
-239,608
-25% -$4.17M 0.05% 380
2016
Q4 		$17.4M Sell
967,486
-291,040
-23% -$5.28M 0.07% 277
2016
Q3 		$26.2M Sell
1,258,526
-409,776
-25% -$10.2M 0.12% 192
2016
Q2 		$44.9M Sell
1,668,302
-26,756
-2% -$734K 0.21% 114
2016
Q1 		$45.9M Buy
1,695,058
+23,454
+1% +$628K 0.24% 99
2015
Q4 		$48.5M Sell
1,671,604
-164,056
-9% -$4.54M 0.25% 103
2015
Q3 		$49.8M Sell
1,835,660
-33,222
-2% -$941K 0.28% 91
2015
Q2 		$51M Buy
1,868,882
+143,616
+8% +$4.04M 0.26% 95
2015
Q1 		$46M Buy
1,725,266
+52,034
+3% +$1.2M 0.25% 98
2014
Q4 		$35.4M Buy
1,673,232
+1,547,536
+1,231% +$34.6M 0.2% 133
2014
Q3 		$2.99M Buy
125,696
+61,452
+96% +$1.41M 0.03% 637
2014
Q2 		$1.48M Buy
64,244
+10,512
+20% +$232K 0.01% 910
2014
Q1 		$1.23M Buy
+53,732
New +$1.14M 0.01% 957

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

Stifel Financial's NVO Position: Q1 2026 in Review

Stifel Financial reduced its Novo Nordisk (NVO) stake by 8.8% in Q1 2026, selling an estimated $5.27M and leaving 1,156,481 shares worth $42.5M. The position accounts for 0.04% of the portfolio, ranked #403.

Stifel Financial first reported a position in NVO in Q1 2014 and has held it in 49 quarters since. The position peaked at $253M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Stifel Financial held 1,156,481 shares of Novo Nordisk worth $42.5M as of Q1 2026.
  • Stifel Financial sold 111,219 Novo Nordisk shares in Q1 2026, an estimated $5.27M.
  • Novo Nordisk made up 0.04% of Stifel Financial's portfolio in Q1 2026, its #403 holding.
  • Stifel Financial first reported a position in Novo Nordisk in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Novo Nordisk position peaked at $253M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.