Strategy Asset Managers’s Novo Nordisk NVO Stock Holding History

Strategy Asset Managers’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	–	Sell	-4,694	Closed	-$239K	–	280
2025 Q4	$239K	Buy	4,694 +330	+8%	+$16.9K	0.04%	231
2025 Q3	$242K	Buy	4,364 +280	+7%	+$16.4K	0.04%	230
2025 Q2	$282K	Hold	4,084	–	–	0.05%	205
2025 Q1	$284K	Hold	4,084	–	–	0.06%	213
2024 Q4	$351K	Sell	4,084 -280	-6%	-$30.3K	0.07%	186
2024 Q3	$520K	Buy	4,364 +2,207	+102%	+$294K	0.1%	148
2024 Q2	$349K	Sell	2,157 -2,197	-50%	-$291K	0.08%	161
2024 Q1	$559K	Buy	4,354 +40	+0.9%	+$4.76K	0.12%	129
2023 Q4	$446K	Hold	4,314	–	–	0.11%	141
2023 Q3	$392K	Hold	4,314	–	–	0.1%	141
2023 Q2	$349K	Buy	+4,314	New	+$352K	0.08%	161

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

Strategy Asset Managers's NVO Position: Q1 2026 in Review

Strategy Asset Managers sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 4,694 shares — an estimated $239K sold.

Strategy Asset Managers first reported a position in NVO in Q2 2023 and held it in 11 quarters. The position peaked at $559K in Q1 2024. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Strategy Asset Managers reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Strategy Asset Managers sold 4,694 Novo Nordisk shares in Q1 2026, an estimated $239K.
Strategy Asset Managers first reported a position in Novo Nordisk in Q2 2023 and held it in 11 quarters.
Strategy Asset Managers's Novo Nordisk position peaked at $559K in Q1 2024.
1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Strategy Asset Managers's 13F filing for Q1 2026, filed 12 May 2026.