Walled Lake Planning & Wealth Management’s Novo Nordisk NVO Stock Holding History

Walled Lake Planning & Wealth Management’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	-38,985	Closed	-$1.98M	–	146
2025 Q4	$1.98M	Buy	38,985 +27,900	+252%	+$1.43M	0.63%	35
2025 Q3	$615K	Sell	11,085 -26,807	-71%	-$1.57M	0.2%	61
2025 Q2	$2.62M	Buy	+37,892	New	+$2.58M	0.85%	34
2021 Q4	–	Sell	-200	Closed	-$10K	–	245
2021 Q3	$10K	Buy	+200	New	+$9.67K	0.01%	258

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Walled Lake Planning & Wealth Management's NVO Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 38,985 shares — an estimated $1.98M sold.

Walled Lake Planning & Wealth Management first reported a position in NVO in Q3 2021 and held it in 4 quarters. The position peaked at $2.62M in Q2 2025. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Walled Lake Planning & Wealth Management reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 38,985 Novo Nordisk shares in Q1 2026, an estimated $1.98M.
Walled Lake Planning & Wealth Management first reported a position in Novo Nordisk in Q3 2021 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's Novo Nordisk position peaked at $2.62M in Q2 2025.
1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.