Trifecta Capital Advisors’s Novo Nordisk NVO Stock Holding History

Trifecta Capital 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	$148K	Buy	4,016 +2,400	+149%	+$114K	0.02%	122
2025 Q4	$82.2K	Buy	1,616 +1,000	+162%	+$51.1K	0.01%	148
2025 Q3	$34.2K	Hold	616	–	–	0.01%	184
2025 Q2	$42.5K	Hold	616	–	–	0.01%	180
2025 Q1	$42.8K	Buy	616 +6	+1%	+$496	0.01%	149
2024 Q4	$52.5K	Hold	610	–	–	0.01%	137
2024 Q3	$72.6K	Hold	610	–	–	0.02%	123
2024 Q2	$87.1K	Hold	610	–	–	0.02%	112
2024 Q1	$78.3K	Hold	610	–	–	0.02%	118
2023 Q4	$63.1K	Hold	610	–	–	0.02%	127
2023 Q3	$55.5K	Buy	610 +210	+53%	+$18.5K	0.02%	134
2023 Q2	$32.4K	Hold	400	–	–	0.01%	165
2023 Q1	$31.8K	Buy	+400	New	+$28.4K	0.01%	166

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

Trifecta Capital Advisors's NVO Position: Q1 2026 in Review

Trifecta Capital Advisors increased its Novo Nordisk (NVO) stake by 149% in Q1 2026, buying an estimated $114K and bringing the position to 4,016 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #122.

Trifecta Capital Advisors first reported a position in NVO in Q1 2023 and has held it in 13 quarters since. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Trifecta Capital Advisors held 4,016 shares of Novo Nordisk worth $148K as of Q1 2026.
Trifecta Capital Advisors bought 2,400 Novo Nordisk shares in Q1 2026, an estimated $114K.
Novo Nordisk made up 0.02% of Trifecta Capital Advisors's portfolio in Q1 2026, its #122 holding.
Trifecta Capital Advisors first reported a position in Novo Nordisk in Q1 2023 and has held it in 13 quarters since.
1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.