Unique Wealth Strategies’s Novo Nordisk NVO Stock Holding History

Unique Wealth Strategies’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	-12,045	Closed	-$613K	–	244
2025 Q4	$613K	Buy	+12,045	New	+$616K	0.24%	122
2025 Q3	–	Sell	-5,750	Closed	-$397K	–	242
2025 Q2	$397K	Hold	5,750	–	–	0.17%	168
2025 Q1	$399K	Hold	5,750	–	–	0.18%	155
2024 Q4	$495K	Hold	5,750	–	–	0.22%	144
2024 Q3	$685K	Hold	5,750	–	–	0.29%	90
2024 Q2	$738K	Hold	5,750	–	–	0.35%	83
2024 Q1	$738K	Hold	5,750	–	–	0.36%	83
2023 Q4	$595K	Buy	+5,750	New	+$569K	0.4%	106

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

Unique Wealth Strategies's NVO Position: Q1 2026 in Review

Unique Wealth Strategies sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 12,045 shares — an estimated $613K sold.

Unique Wealth Strategies first reported a position in NVO in Q4 2023 and held it in 8 quarters. The position peaked at $738K in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Unique Wealth Strategies reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Unique Wealth Strategies sold 12,045 Novo Nordisk shares in Q1 2026, an estimated $613K.
Unique Wealth Strategies first reported a position in Novo Nordisk in Q4 2023 and held it in 8 quarters.
Unique Wealth Strategies's Novo Nordisk position peaked at $738K in Q2 2024.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Unique Wealth Strategies's 13F filing for Q1 2026, filed 15 Jul 2026.