True North Advisors’s Novo Nordisk NVO Stock Holding History

True North 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	–	Sell	-5,305	Closed	-$270K	–	270
2025 Q4	$270K	Buy	5,305 +199	+4%	+$10.2K	0.03%	221
2025 Q3	$283K	Sell	5,106 -626	-11%	-$36.6K	0.05%	182
2025 Q2	$396K	Buy	5,732 +2,232	+64%	+$152K	0.08%	154
2025 Q1	$243K	Sell	3,500 -1,680	-32%	-$139K	0.04%	222
2024 Q4	$446K	Buy	5,180 +100	+2%	+$10.8K	0.11%	107
2024 Q3	$605K	Buy	5,080 +225	+5%	+$30K	0.16%	91
2024 Q2	$693K	Sell	4,855 -265	-5%	-$35.1K	0.19%	88
2024 Q1	$657K	Hold	5,120	–	–	0.18%	92
2023 Q4	$530K	Buy	5,120 +1,770	+53%	+$175K	0.14%	100
2023 Q3	$305K	Sell	3,350 -1,770	-35%	-$156K	0.09%	146
2023 Q2	$414K	Buy	+5,120	New	+$418K	0.12%	130

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

True North Advisors's NVO Position: Q1 2026 in Review

True North Advisors sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 5,305 shares — an estimated $270K sold.

True North Advisors first reported a position in NVO in Q2 2023 and held it in 11 quarters. The position peaked at $693K in Q2 2024. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

True North Advisors reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
True North Advisors sold 5,305 Novo Nordisk shares in Q1 2026, an estimated $270K.
True North Advisors first reported a position in Novo Nordisk in Q2 2023 and held it in 11 quarters.
True North Advisors's Novo Nordisk position peaked at $693K in Q2 2024.
1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on True North Advisors's 13F filing for Q1 2026, filed 7 May 2026.