SWP
NVO

Stratos Wealth Partners’s Novo Nordisk NVO Stock Holding History

Stratos Wealth Partners’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 		$2.7M Buy
73,502
+31,911
+77% +$1.51M 0.03% 478
2025
Q4 		$2.12M Buy
41,591
+5,064
+14% +$259K 0.02% 535
2025
Q3 		$2.03M Buy
36,527
+24,340
+200% +$1.42M 0.02% 528
2025
Q2 		$841K Sell
12,187
-3,806
-24% -$259K 0.01% 748
2025
Q1 		$1.11M Sell
15,993
-9,368
-37% -$774K 0.02% 623
2024
Q4 		$2.18M Sell
25,361
-3,179
-11% -$344K 0.03% 451
2024
Q3 		$3.4M Buy
28,540
+753
+3% +$100K 0.05% 342
2024
Q2 		$3.97M Buy
27,787
+3,031
+12% +$402K 0.06% 295
2024
Q1 		$3.18M Buy
24,756
+3,460
+16% +$412K 0.05% 332
2023
Q4 		$2.2M Buy
21,296
+3,439
+19% +$340K 0.04% 393
2023
Q3 		$1.62M Buy
17,857
+6,997
+64% +$616K 0.04% 419
2023
Q2 		$879K Buy
10,860
+2,696
+33% +$220K 0.02% 575
2023
Q1 		$650K Sell
8,164
-1,682
-17% -$119K 0.02% 606
2022
Q4 		$666K Buy
9,846
+1,448
+17% +$84.9K 0.02% 625
2022
Q3 		$418K Buy
8,398
+260
+3% +$13.9K 0.01% 755
2022
Q2 		$453K Buy
8,138
+2,610
+47% +$145K 0.01% 764
2022
Q1 		$307K Buy
5,528
+1,276
+30% +$65.5K 0.01% 978
2021
Q4 		$238K Buy
+4,252
New +$230K 0.01% 1096
2018
Q4 		– Sell
-1,548
Closed -$36K – 1937
2018
Q3 		$36K Buy
+1,548
New +$37.8K ﹤0.01% 1611
2018
Q2 		– Sell
-2,960
Closed -$73K – 2040
2018
Q1 		$73K Buy
2,960
+1,368
+86% +$35.9K ﹤0.01% 1372
2017
Q4 		$43K Buy
+1,592
New +$40.5K ﹤0.01% 1592
2016
Q1 		– Sell
-6,898
Closed -$200K – 627
2015
Q4 		$200K Sell
6,898
-5,794
-46% -$160K 0.02% 523
2015
Q3 		$344K Buy
+12,692
New +$359K 0.04% 336
2015
Q2 		– Sell
-17,668
Closed -$472K – 588
2015
Q1 		$472K Buy
17,668
+1,892
+12% +$43.6K 0.06% 310
2014
Q4 		$334K Buy
15,776
+4,468
+40% +$99.8K 0.06% 329
2014
Q3 		$269K Buy
+11,308
New +$260K 0.06% 240

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

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

Stratos Wealth Partners increased its Novo Nordisk (NVO) stake by 77% in Q1 2026, buying an estimated $1.51M and bringing the position to 73,502 shares worth $2.7M. The position accounts for 0.03% of the portfolio, ranked #478.

Stratos Wealth Partners first reported a position in NVO in Q3 2014 and has held it in 26 quarters since. The position peaked at $3.97M in Q2 2024. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Stratos Wealth Partners held 73,502 shares of Novo Nordisk worth $2.7M as of Q1 2026.
  • Stratos Wealth Partners bought 31,911 Novo Nordisk shares in Q1 2026, an estimated $1.51M.
  • Novo Nordisk made up 0.03% of Stratos Wealth Partners's portfolio in Q1 2026, its #478 holding.
  • Stratos Wealth Partners first reported a position in Novo Nordisk in Q3 2014 and has held it in 26 quarters since.
  • Stratos Wealth Partners's Novo Nordisk position peaked at $3.97M in Q2 2024.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

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