UWS
NVO

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
-200
Closed -$10.2K – 243
2025
Q4 		$10.2K Buy
+200
New +$10.2K ﹤0.01% 210

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

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.