Three Bridge Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Three Bridge 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	$2.19M	Buy	57,590 +21,719	+61%	+$1.03M	0.6%	25
2025 Q4	$1.83M	Buy	35,871 +3,110	+9%	+$159K	0.48%	32
2025 Q3	$1.82M	Buy	32,761 +7,811	+31%	+$457K	0.47%	32
2025 Q2	$1.72M	Buy	24,950 +1,285	+5%	+$87.4K	0.45%	35
2025 Q1	$1.67M	Buy	23,665 +11,107	+88%	+$917K	0.58%	31
2024 Q4	$1.08M	Buy	12,558 +150	+1%	+$16.2K	0.38%	40
2024 Q3	$1.48M	Sell	12,408 -286	-2%	-$38.1K	0.55%	36
2024 Q2	$1.81M	Sell	12,694 -326	-3%	-$43.2K	0.72%	30
2024 Q1	$1.68M	Sell	13,020 -877	-6%	-$104K	0.66%	31
2023 Q4	$1.44M	Sell	13,897 -1,431	-9%	-$142K	0.5%	29
2023 Q3	$1.39M	Sell	15,328 -296	-2%	-$26.1K	0.58%	30
2023 Q2	$1.26M	Sell	15,624 -2,680	-15%	-$219K	0.54%	33
2023 Q1	$1.47M	Sell	18,304 -7,394	-29%	-$524K	0.68%	30
2022 Q4	$1.74M	Buy	25,698 +118	+0.5%	+$6.92K	0.93%	22
2022 Q3	$1.27M	Sell	25,580 -464	-2%	-$24.9K	0.65%	33
2022 Q2	$1.45M	Sell	26,044 -1,338	-5%	-$74.2K	0.71%	31
2022 Q1	$1.53M	Buy	+27,382	New	+$1.41M	0.43%	29

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

Three Bridge Wealth Advisors's NVO Position: Q1 2026 in Review

Three Bridge Wealth Advisors increased its Novo Nordisk (NVO) stake by 61% in Q1 2026, buying an estimated $1.03M and bringing the position to 57,590 shares worth $2.19M. The position accounts for 0.6% of the portfolio, ranked #25.

Three Bridge Wealth Advisors first reported a position in NVO in Q1 2022 and has held it in 17 quarters since. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Three Bridge Wealth Advisors held 57,590 shares of Novo Nordisk worth $2.19M as of Q1 2026.
Three Bridge Wealth Advisors bought 21,719 Novo Nordisk shares in Q1 2026, an estimated $1.03M.
Novo Nordisk made up 0.6% of Three Bridge Wealth Advisors's portfolio in Q1 2026, its #25 holding.
Three Bridge Wealth Advisors first reported a position in Novo Nordisk in Q1 2022 and has held it in 17 quarters since.
1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.