VNA
NVO

Valley National Advisers’s Novo Nordisk NVO Stock Holding History

Valley National Advisers’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 		$252K Hold
6,866
– – 0.03% 227
2025
Q4 		$349K Sell
6,866
-304
-4% -$15.5K 0.05% 198
2025
Q3 		$397K Sell
7,170
-395
-5% -$23.1K 0.06% 180
2025
Q2 		$522K Sell
7,565
-65
-0.9% -$4.42K 0.09% 162
2025
Q1 		$529K Sell
7,630
-9
-0.1% -$743 0.1% 156
2024
Q4 		$657K Hold
7,639
– – 0.12% 143
2024
Q3 		$909K Sell
7,639
-4,257
-36% -$568K 0.16% 132
2024
Q2 		$1.7M Sell
11,896
-1,623
-12% -$215K 0.25% 86
2024
Q1 		$1.74M Sell
13,519
-4,629
-26% -$551K 0.26% 79
2023
Q4 		$1.88M Sell
18,148
-1,078
-6% -$107K 0.3% 70
2023
Q3 		$1.75M Sell
19,226
-754
-4% -$66.4K 0.31% 69
2023
Q2 		$1.62M Sell
19,980
-1,432
-7% -$117K 0.27% 77
2023
Q1 		$1.82M Sell
21,412
-1,546
-7% -$110K 0.32% 68
2022
Q4 		$1.52M Sell
22,958
-43,274
-65% -$2.54M 0.27% 80
2022
Q3 		$3.53M Sell
66,232
-126
-0.2% -$6.75K 0.74% 32
2022
Q2 		$3.65M Sell
66,358
-362
-0.5% -$20.1K 0.77% 29
2022
Q1 		$3.71M Hold
66,720
– – 0.71% 27
2021
Q4 		$3.74M Sell
66,720
-298
-0.4% -$16.1K 0.69% 28
2021
Q3 		$3.22M Sell
67,018
-796
-1% -$38.5K 0.58% 31
2021
Q2 		$2.84M Buy
67,814
+236
+0.3% +$9.15K 0.52% 37
2021
Q1 		$2.28M Sell
67,578
-316
-0.5% -$11.3K 0.45% 46
2020
Q4 		$2.37M Sell
67,894
-274
-0.4% -$9.47K 0.5% 38
2020
Q3 		$2.37M Sell
68,168
-390
-0.6% -$13K 0.54% 29
2020
Q2 		$2.25M Sell
68,558
-3,754
-5% -$120K 0.52% 33
2020
Q1 		$2.18M Sell
72,312
-4,314
-6% -$128K 0.6% 33
2019
Q4 		$2.22M Buy
76,626
+3,000
+4% +$83.1K 0.55% 40
2019
Q3 		$1.9M Buy
73,626
+22,702
+45% +$574K 0.52% 45
2019
Q2 		$1.3M Buy
50,924
+1,344
+3% +$33.2K 0.36% 54
2019
Q1 		$1.3M Buy
49,580
+29,090
+142% +$715K 0.37% 56
2018
Q4 		$472K Buy
20,490
+18,648
+1,012% +$414K 0.15% 108
2018
Q3 		$43K Hold
1,842
– – 0.01% 276
2018
Q2 		$42K Hold
1,842
– – 0.02% 276
2018
Q1 		$45K Sell
1,842
-208
-10% -$5.46K 0.02% 264
2017
Q4 		$55K Hold
2,050
– – 0.02% 240
2017
Q3 		$49K Hold
2,050
– – 0.02% 251
2017
Q2 		$44K Hold
2,050
– – 0.02% 256
2017
Q1 		$35K Sell
2,050
-372
-15% -$6.48K 0.01% 273
2016
Q4 		$43K Buy
2,422
+632
+35% +$11.5K 0.02% 258
2016
Q3 		$37K Hold
1,790
– – 0.02% 255
2016
Q2 		$48K Hold
1,790
– – 0.03% 237
2016
Q1 		$49K Sell
1,790
-28
-2% -$750 0.03% 233
2015
Q4 		$53K Hold
1,818
– – 0.03% 217
2015
Q3 		$49K Hold
1,818
– – 0.03% 226
2015
Q2 		$50K Hold
1,818
– – 0.03% 230
2015
Q1 		$49K Buy
1,818
+1,576
+651% +$36.3K 0.03% 222
2014
Q4 		$22K Buy
+242
New +$5.41K 0.02% 234

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

Valley National Advisers's NVO Position: Q1 2026 in Review

Valley National Advisers held its Novo Nordisk (NVO) position steady in Q1 2026 at 6,866 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #227.

Valley National Advisers first reported a position in NVO in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.74M in Q4 2021. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Valley National Advisers held 6,866 shares of Novo Nordisk worth $252K as of Q1 2026.
  • Valley National Advisers left its Novo Nordisk share count unchanged in Q1 2026.
  • Novo Nordisk made up 0.03% of Valley National Advisers's portfolio in Q1 2026, its #227 holding.
  • Valley National Advisers first reported a position in Novo Nordisk in Q4 2014 and has held it in 46 quarters since.
  • Valley National Advisers's Novo Nordisk position peaked at $3.74M in Q4 2021.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.