Stratos Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Stratos Wealth Advisors’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	$223K	Sell	6,058 -190	-3%	-$9K	0.01%	560
2025 Q4	$318K	Buy	6,248 +1,648	+36%	+$84.3K	0.02%	517
2025 Q3	$255K	Buy	4,600 +672	+17%	+$39.3K	0.01%	593
2025 Q2	$271K	Buy	3,928 +832	+27%	+$56.6K	0.01%	566
2025 Q1	$215K	Sell	3,096 -2,755	-47%	-$228K	0.01%	615
2024 Q4	$503K	Sell	5,851 -4,216	-42%	-$456K	0.02%	473
2024 Q3	$1.2M	Sell	10,067 -1,115	-10%	-$149K	0.06%	321
2024 Q2	$1.6M	Sell	11,182 -581	-5%	-$77K	0.08%	245
2024 Q1	$1.51M	Buy	11,763 +5,777	+97%	+$688K	0.09%	241
2023 Q4	$619K	Buy	5,986 +3,383	+130%	+$335K	0.04%	423
2023 Q3	$237K	Buy	+2,603	New	+$229K	0.02%	585
2022 Q3	–	Sell	-3,582	Closed	-$200K	–	522
2022 Q2	$200K	Buy	+3,582	New	+$199K	0.02%	496

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 $147M AUM 25.76% 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

Stratos Wealth Advisors's NVO Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Novo Nordisk (NVO) stake by 3% in Q1 2026, selling an estimated $9K and leaving 6,058 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #560.

Stratos Wealth Advisors first reported a position in NVO in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.6M in Q2 2024. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Stratos Wealth Advisors held 6,058 shares of Novo Nordisk worth $223K as of Q1 2026.
Stratos Wealth Advisors sold 190 Novo Nordisk shares in Q1 2026, an estimated $9K.
Novo Nordisk made up 0.01% of Stratos Wealth Advisors's portfolio in Q1 2026, its #560 holding.
Stratos Wealth Advisors first reported a position in Novo Nordisk in Q2 2022 and has held it in 12 quarters since.
Stratos Wealth Advisors's Novo Nordisk position peaked at $1.6M in Q2 2024.
1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.