SS
NVO

Sunbelt Securities’s Novo Nordisk NVO Stock Holding History

Sunbelt Securities’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 		$211K Sell
5,741
-15,575
-73% -$738K 0.01% 629
2025
Q4 		$1.08M Buy
21,316
+323
+2% +$16.5K 0.07% 225
2025
Q3 		$1.16M Buy
20,993
+7,764
+59% +$454K 0.08% 210
2025
Q2 		$1.14M Sell
13,229
-3,387
-20% -$230K 0.1% 185
2025
Q1 		$1.15M Buy
16,616
+3,387
+26% +$280K 0.1% 172
2024
Q4 		$1.13M Buy
13,229
+643
+5% +$69.5K 0.1% 185
2024
Q3 		$1.5M Buy
12,586
+1,834
+17% +$245K 0.15% 143
2024
Q2 		$1.53M Buy
10,752
+138
+1% +$18.3K 0.16% 128
2024
Q1 		$1.36M Sell
10,614
-1,813
-15% -$216K 0.15% 138
2023
Q4 		$1.29M Sell
12,427
-152
-1% -$15K 0.16% 143
2023
Q3 		$1.14M Buy
12,579
+239
+2% +$21.1K 0.16% 147
2023
Q2 		$998K Buy
12,340
+500
+4% +$40.8K 0.14% 157
2023
Q1 		$936K Sell
11,840
-3,284
-22% -$233K 0.15% 151
2022
Q4 		$1.02M Sell
15,124
-198
-1% -$11.6K 0.2% 132
2022
Q3 		$763K Buy
15,322
+870
+6% +$46.6K 0.16% 161
2022
Q2 		$805K Sell
14,452
-5,612
-28% -$311K 0.17% 149
2022
Q1 		$1.13M Sell
20,064
-702
-3% -$36K 0.21% 125
2021
Q4 		$1.05M Sell
20,766
-566
-3% -$30.7K 0.17% 141
2021
Q3 		$946K Hold
21,332
– – 0.17% 143
2021
Q2 		$946K Buy
21,332
+26
+0.1% +$1.01K 0.17% 143
2021
Q1 		$718K Sell
21,306
-1,820
-8% -$64.8K 0.14% 182
2020
Q4 		$808K Sell
23,126
-814
-3% -$28.1K 0.17% 149
2020
Q3 		$831K Sell
23,940
-1,002
-4% -$33.4K 0.23% 112
2020
Q2 		$817K Sell
24,942
-131,498
-84% -$4.2M 0.28% 99
2020
Q1 		$4.66M Buy
156,440
+116,488
+292% +$3.47M 0.2% 63
2019
Q4 		$955K Buy
39,952
+6,820
+21% +$189K 0.1% 205
2019
Q3 		$856K Buy
33,132
+7,214
+28% +$182K 0.1% 205
2019
Q2 		$661K Buy
25,918
+476
+2% +$11.8K 0.29% 103
2019
Q1 		$665K Buy
25,442
+1,458
+6% +$35.8K 0.33% 86
2018
Q4 		$552K Buy
23,984
+1,930
+9% +$42.9K 0.32% 87
2018
Q3 		$520K Buy
22,054
+28
+0.1% +$683 0.28% 101
2018
Q2 		$508K Buy
22,026
+4,648
+27% +$110K 0.3% 93
2018
Q1 		$428K Sell
17,378
-13,692
-44% -$359K 0.39% 83
2017
Q4 		$834K Sell
31,070
-42
-0.1% -$1.07K 0.81% 26
2017
Q3 		$749K Sell
31,112
-946
-3% -$21.4K 0.79% 31
2017
Q2 		$687K Sell
32,058
-232
-0.7% -$4.68K 1.29% 19
2017
Q1 		$553K Buy
32,290
+9,504
+42% +$165K 0.83% 27
2016
Q4 		$409K Sell
22,786
-11,448
-33% -$208K 0.62% 38
2016
Q3 		$712K Buy
34,234
+22,464
+191% +$557K 0.86% 23
2016
Q2 		$316K Buy
+11,770
New +$323K 0.41% 57

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

Sunbelt Securities's NVO Position: Q1 2026 in Review

Sunbelt Securities reduced its Novo Nordisk (NVO) stake by 73% in Q1 2026, selling an estimated $738K and leaving 5,741 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #629.

Sunbelt Securities first reported a position in NVO in Q2 2016 and has held it in 40 quarters since. The position peaked at $4.66M in Q1 2020. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Sunbelt Securities held 5,741 shares of Novo Nordisk worth $211K as of Q1 2026.
  • Sunbelt Securities sold 15,575 Novo Nordisk shares in Q1 2026, an estimated $738K.
  • Novo Nordisk made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #629 holding.
  • Sunbelt Securities first reported a position in Novo Nordisk in Q2 2016 and has held it in 40 quarters since.
  • Sunbelt Securities's Novo Nordisk position peaked at $4.66M in Q1 2020.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.