SPI
NVO

Strategic Planning Inc’s Novo Nordisk NVO Stock Holding History

Strategic Planning Inc’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 		$2.66M Buy
72,366
+1,713
+2% +$81.2K 1.33% 22
2025
Q4 		$3.59M Buy
+70,653
New +$3.61M 1.94% 16

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

Strategic Planning Inc's NVO Position: Q1 2026 in Review

Strategic Planning Inc increased its Novo Nordisk (NVO) stake by 2.4% in Q1 2026, buying an estimated $81.2K and bringing the position to 72,366 shares worth $2.66M. The position accounts for 1.33% of the portfolio, ranked #22.

Strategic Planning Inc first reported a position in NVO in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.59M in Q4 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Strategic Planning Inc held 72,366 shares of Novo Nordisk worth $2.66M as of Q1 2026.
  • Strategic Planning Inc bought 1,713 Novo Nordisk shares in Q1 2026, an estimated $81.2K.
  • Novo Nordisk made up 1.33% of Strategic Planning Inc's portfolio in Q1 2026, its #22 holding.
  • Strategic Planning Inc first reported a position in Novo Nordisk in Q4 2025 and has held it in 2 quarters since.
  • Strategic Planning Inc's Novo Nordisk position peaked at $3.59M in Q4 2025.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.