Valley Wealth Managers’s Novo Nordisk NVO Stock Holding History

Valley Wealth Managers’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	-70	Closed	-$3.56K	–	357
2025 Q4	$3.56K	Buy	+70	New	+$3.58K	﹤0.01%	317
2025 Q1	–	Sell	-514	Closed	-$44.2K	–	402
2024 Q4	$44.2K	Hold	514	–	–	﹤0.01%	216
2024 Q3	$61.2K	Hold	514	–	–	﹤0.01%	208
2024 Q2	$73.4K	Buy	514 +290	+129%	+$38.4K	0.01%	205
2024 Q1	$28.8K	Hold	224	–	–	﹤0.01%	231
2023 Q4	$23.2K	Hold	224	–	–	﹤0.01%	242
2023 Q3	$20.4K	Hold	224	–	–	﹤0.01%	254
2023 Q2	$18.1K	Hold	224	–	–	﹤0.01%	252
2023 Q1	$17.8K	Hold	224	–	–	﹤0.01%	260
2022 Q4	$15.2K	Hold	224	–	–	﹤0.01%	279
2022 Q3	$11K	Hold	224	–	–	﹤0.01%	318
2022 Q2	$12K	Buy	+224	New	+$12.4K	﹤0.01%	321

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

Valley Wealth Managers's NVO Position: Q1 2026 in Review

Valley Wealth Managers sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 70 shares — an estimated $3.56K sold.

Valley Wealth Managers first reported a position in NVO in Q2 2022 and held it in 12 quarters. The position peaked at $73.4K in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Valley Wealth Managers reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Valley Wealth Managers sold 70 Novo Nordisk shares in Q1 2026, an estimated $3.56K.
Valley Wealth Managers first reported a position in Novo Nordisk in Q2 2022 and held it in 12 quarters.
Valley Wealth Managers's Novo Nordisk position peaked at $73.4K in Q2 2024.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.