TPWA
NVO

TRUE Private Wealth Advisors’s Novo Nordisk NVO Stock Holding History

TRUE Private 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 		– Sell
-4,017
Closed -$204K – 276
2025
Q4 		$204K Buy
4,017
+9
+0.2% +$460 0.02% 255
2025
Q3 		$222K Sell
4,008
-1,072
-21% -$62.7K 0.02% 244
2025
Q2 		$351K Buy
+5,080
New +$346K 0.04% 187
2024
Q3 		– Sell
-5,819
Closed -$831K – 261
2024
Q2 		$831K Buy
5,819
+171
+3% +$22.7K 0.09% 112
2024
Q1 		$725K Buy
5,648
+79
+1% +$9.4K 0.08% 125
2023
Q4 		$576K Buy
5,569
+2,516
+82% +$249K 0.07% 140
2023
Q3 		$278K Buy
3,053
+165
+6% +$14.5K 0.04% 208
2023
Q2 		$234K Buy
2,888
+80
+3% +$6.54K 0.03% 209
2023
Q1 		$223K Buy
+2,808
New +$199K 0.03% 205
2022
Q4 		– Sell
-4,530
Closed -$225K – 232
2022
Q3 		$225K Buy
4,530
+128
+3% +$6.86K 0.03% 189
2022
Q2 		$245K Hold
4,402
– – 0.04% 190
2022
Q1 		$250K Sell
4,402
-256
-5% -$13.1K 0.04% 206
2021
Q4 		$260K Sell
4,658
-922
-17% -$49.9K 0.04% 218
2021
Q3 		$267K Sell
5,580
-208
-4% -$10.1K 0.04% 199
2021
Q2 		$242K Sell
5,788
-3,954
-41% -$153K 0.04% 203
2021
Q1 		$333K Buy
9,742
+9,262
+1,930% +$330K 0.05% 163
2020
Q4 		$16K Buy
+480
New +$16.6K ﹤0.01% 477
2020
Q1 		– Sell
-5,920
Closed -$171K – 780
2019
Q4 		$171K Buy
+5,920
New +$164K 0.03% 237
2019
Q3 		– Sell
-5,130
Closed -$130K – 559
2019
Q2 		$130K Buy
+5,130
New +$127K 0.02% 238
2019
Q1 		– Sell
-10,750
Closed -$247K – 236
2018
Q4 		$247K Hold
10,750
– – 0.04% 201
2018
Q3 		$253K Hold
10,750
– – 0.04% 235
2018
Q2 		$247K Buy
10,750
+1,538
+17% +$36.6K 0.04% 237
2018
Q1 		$229K Sell
9,212
-3,000
-25% -$78.8K 0.04% 209
2017
Q4 		$327K Buy
+12,212
New +$311K 0.06% 175

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
T. Rowe Price Associates
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

TRUE Private Wealth Advisors's NVO Position: Q1 2026 in Review

TRUE Private Wealth Advisors sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 4,017 shares — an estimated $204K sold.

TRUE Private Wealth Advisors first reported a position in NVO in Q4 2017 and held it in 24 quarters. The position peaked at $831K in Q2 2024. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • TRUE Private Wealth Advisors reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 4,017 Novo Nordisk shares in Q1 2026, an estimated $204K.
  • TRUE Private Wealth Advisors first reported a position in Novo Nordisk in Q4 2017 and held it in 24 quarters.
  • TRUE Private Wealth Advisors's Novo Nordisk position peaked at $831K in Q2 2024.
  • 1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.