SFO
NVO

Stokes Family Office’s Novo Nordisk NVO Stock Holding History

Stokes Family Office’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 		$337K Sell
9,159
-817
-8% -$38.7K 0.03% 222
2025
Q4 		$508K Sell
9,976
-35,571
-78% -$1.82M 0.05% 191
2025
Q3 		$2.53M Buy
45,547
+7,326
+19% +$429K 0.24% 85
2025
Q2 		$2.64M Buy
38,221
+29,782
+353% +$2.03M 0.28% 75
2025
Q1 		$586K Sell
8,439
-38
-0.4% -$3.14K 0.07% 144
2024
Q4 		$729K Buy
8,477
+230
+3% +$24.9K 0.08% 132
2024
Q3 		$982K Hold
8,247
– – 0.11% 118
2024
Q2 		$1.18M Buy
8,247
+272
+3% +$36K 0.14% 109
2024
Q1 		$1.02M Hold
7,975
– – 0.13% 116
2023
Q4 		$825K Sell
7,975
-1,749
-18% -$173K 0.11% 118
2023
Q3 		$884K Sell
9,724
-136
-1% -$12K 0.1% 139
2023
Q2 		$798K Buy
9,860
+450
+5% +$36.8K 0.09% 141
2023
Q1 		$749K Sell
9,410
-768
-8% -$54.5K 0.09% 135
2022
Q4 		$689K Buy
10,178
+322
+3% +$18.9K 0.09% 133
2022
Q3 		$491K Sell
9,856
-276
-3% -$14.8K 0.07% 155
2022
Q2 		$565K Buy
10,132
+300
+3% +$16.6K 0.08% 151
2022
Q1 		$546K Buy
9,832
+370
+4% +$19K 0.07% 156
2021
Q4 		$530K Buy
9,462
+52
+0.6% +$2.82K 0.07% 154
2021
Q3 		$452K Buy
9,410
+254
+3% +$12.3K 0.06% 154
2021
Q2 		$384K Buy
9,156
+492
+6% +$19.1K 0.05% 158
2021
Q1 		$291K Buy
8,664
+922
+12% +$32.8K 0.05% 165
2020
Q4 		$270K Hold
7,742
– – 0.05% 144
2020
Q3 		$269K Buy
7,742
+742
+11% +$24.7K 0.06% 131
2020
Q2 		$229K Sell
7,000
-98
-1% -$3.13K 0.06% 119
2020
Q1 		$214K Hold
7,098
– – 0.06% 112
2019
Q4 		$205K Buy
+7,098
New +$197K 0.05% 122

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 $147M AUM 25.76% 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

Stokes Family Office's NVO Position: Q1 2026 in Review

Stokes Family Office reduced its Novo Nordisk (NVO) stake by 8.2% in Q1 2026, selling an estimated $38.7K and leaving 9,159 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #222.

Stokes Family Office first reported a position in NVO in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.64M in Q2 2025. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Stokes Family Office held 9,159 shares of Novo Nordisk worth $337K as of Q1 2026.
  • Stokes Family Office sold 817 Novo Nordisk shares in Q1 2026, an estimated $38.7K.
  • Novo Nordisk made up 0.03% of Stokes Family Office's portfolio in Q1 2026, its #222 holding.
  • Stokes Family Office first reported a position in Novo Nordisk in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's Novo Nordisk position peaked at $2.64M in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.