SFS
NVO

Stiles Financial Services’s Novo Nordisk NVO Stock Holding History

Stiles Financial Services’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 		$390K Sell
10,622
-1,018
-9% -$48.2K 0.12% 133
2025
Q4 		$592K Sell
11,640
-20,038
-63% -$1.02M 0.18% 114
2025
Q3 		$1.76M Sell
31,678
-10,587
-25% -$620K 0.55% 55
2025
Q2 		$2.92M Buy
42,265
+775
+2% +$52.7K 1.01% 27
2025
Q1 		$2.88M Sell
41,490
-1,992
-5% -$165K 1.11% 25
2024
Q4 		$3.74M Sell
43,482
-1,480
-3% -$160K 1.35% 12
2024
Q3 		$5.35M Buy
44,962
+436
+1% +$58.1K 1.89% 9
2024
Q2 		$6.36M Buy
44,526
+518
+1% +$68.6K 2.45% 6
2024
Q1 		$5.64M Buy
44,008
+1,367
+3% +$163K 2.26% 8
2023
Q4 		$4.41M Buy
42,641
+3,091
+8% +$306K 2% 8
2023
Q3 		$3.6M Buy
39,550
+1,234
+3% +$109K 1.87% 9
2023
Q2 		$3.1M Buy
38,316
+88
+0.2% +$7.19K 1.54% 12
2023
Q1 		$3.04M Sell
38,228
-1,334
-3% -$94.6K 1.63% 12
2022
Q4 		$2.68M Sell
39,562
-1,306
-3% -$76.6K 1.53% 18
2022
Q3 		$2.04M Buy
40,868
+1,324
+3% +$70.9K 1.24% 20
2022
Q2 		$2.2M Sell
39,544
-26
-0.1% -$1.44K 1.32% 21
2022
Q1 		$2.2M Sell
39,570
-966
-2% -$49.6K 1.1% 22
2021
Q4 		$2.25M Buy
+40,536
New +$2.2M 1.09% 27

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

Stiles Financial Services's NVO Position: Q1 2026 in Review

Stiles Financial Services reduced its Novo Nordisk (NVO) stake by 8.7% in Q1 2026, selling an estimated $48.2K and leaving 10,622 shares worth $390K. The position accounts for 0.12% of the portfolio, ranked #133.

Stiles Financial Services first reported a position in NVO in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.36M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Stiles Financial Services held 10,622 shares of Novo Nordisk worth $390K as of Q1 2026.
  • Stiles Financial Services sold 1,018 Novo Nordisk shares in Q1 2026, an estimated $48.2K.
  • Novo Nordisk made up 0.12% of Stiles Financial Services's portfolio in Q1 2026, its #133 holding.
  • Stiles Financial Services first reported a position in Novo Nordisk in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Novo Nordisk position peaked at $6.36M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.