Trajan Wealth’s Novo Nordisk NVO Stock Holding History

Trajan Wealth’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	-4,200	Closed	-$214K	–	159
2025 Q4	$214K	Buy	+4,200	New	+$215K	0.01%	145

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

Trajan Wealth's NVO Position: Q1 2026 in Review

Trajan Wealth sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 4,200 shares — an estimated $214K sold.

Trajan Wealth first reported a position in NVO in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Trajan Wealth reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Trajan Wealth sold 4,200 Novo Nordisk shares in Q1 2026, an estimated $214K.
Trajan Wealth first reported a position in Novo Nordisk in Q4 2025 and held it in 1 quarter.
Trajan Wealth's Novo Nordisk position peaked at $214K in Q4 2025.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.