V
NVO

ViaWealth’s Novo Nordisk NVO Stock Holding History

ViaWealth’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
-4,036
Closed -$205K – 166
2025
Q4 		$205K Sell
4,036
-2,600
-39% -$133K 0.12% 149
2025
Q3 		$368K Sell
6,636
-4,320
-39% -$253K 0.2% 121
2025
Q2 		$756K Buy
10,956
+925
+9% +$62.9K 0.45% 66
2025
Q1 		$697K Buy
10,031
+1,755
+21% +$145K 0.43% 74
2024
Q4 		$712K Buy
8,276
+415
+5% +$44.9K 0.43% 72
2024
Q3 		$936K Buy
7,861
+25
+0.3% +$3.33K 0.55% 60
2024
Q2 		$1.12M Hold
7,836
– – 0.69% 40
2024
Q1 		$1.01M Hold
7,836
– – 0.63% 44
2023
Q4 		$811K Buy
+7,836
New +$775K 0.56% 60

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

ViaWealth's NVO Position: Q1 2026 in Review

ViaWealth sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 4,036 shares — an estimated $205K sold.

ViaWealth first reported a position in NVO in Q4 2023 and held it in 9 quarters. The position peaked at $1.12M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • ViaWealth reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • ViaWealth sold 4,036 Novo Nordisk shares in Q1 2026, an estimated $205K.
  • ViaWealth first reported a position in Novo Nordisk in Q4 2023 and held it in 9 quarters.
  • ViaWealth's Novo Nordisk position peaked at $1.12M in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.