TPWA
NVO

Twin Peaks Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Twin Peaks 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 		$25.5K Buy
+695
New +$32.9K 0.01% 628
2025
Q3 		– Sell
-915
Closed -$45.5K – 1453
2025
Q2 		$45.5K Buy
+915
New +$62.2K 0.01% 361

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Twin Peaks Wealth Advisors's NVO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Novo Nordisk (NVO) in Q1 2026: 695 shares worth $25.5K. The stake represents 0.01% of the portfolio and ranks #628 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in NVO as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in NVO in Q2 2025 and has held it in 2 quarters since. The position peaked at $45.5K in Q2 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Twin Peaks Wealth Advisors held 695 shares of Novo Nordisk worth $25.5K as of Q1 2026.
  • Novo Nordisk was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Novo Nordisk made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #628 holding.
  • Twin Peaks Wealth Advisors first reported a position in Novo Nordisk in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Novo Nordisk position peaked at $45.5K in Q2 2025.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.