WA
NVO

Waverly Advisors’s Novo Nordisk NVO Stock Holding History

Waverly Advisors’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 		$1.71M Buy
46,510
+37,143
+397% +$1.76M 0.01% 679
2025
Q4 		$477K Sell
9,367
-3,643
-28% -$186K ﹤0.01% 1031
2025
Q3 		$722K Buy
13,010
+865
+7% +$50.6K 0.01% 732
2025
Q2 		$838K Sell
12,145
-78,816
-87% -$5.36M 0.01% 662
2025
Q1 		$6.32M Buy
90,961
+77,032
+553% +$6.36M 0.08% 246
2024
Q4 		$1.2M Buy
13,929
+7,147
+105% +$773K 0.02% 486
2024
Q3 		$807K Sell
6,782
-1,200
-15% -$160K 0.01% 486
2024
Q2 		$1.14M Buy
7,982
+3,489
+78% +$462K 0.02% 415
2024
Q1 		$577K Buy
4,493
+813
+22% +$96.8K 0.01% 452
2023
Q4 		$381K Sell
3,680
-50
-1% -$4.95K 0.01% 332
2023
Q3 		$339K Buy
+3,730
New +$329K 0.01% 306
2018
Q1 		– Sell
-1,270
Closed -$34K – 307
2017
Q4 		$34K Buy
+1,270
New +$32.3K ﹤0.01% 275
2015
Q4 		– Sell
-24
Closed -$1K – 307
2015
Q3 		$1K Hold
24
– – ﹤0.01% 417
2015
Q2 		$1K Sell
24
-72
-75% -$2.02K ﹤0.01% 349
2015
Q1 		$3K Hold
96
– – ﹤0.01% 316
2014
Q4 		$2K Sell
96
-220
-70% -$4.91K ﹤0.01% 391
2014
Q3 		$8K Sell
316
-290
-48% -$6.67K ﹤0.01% 534
2014
Q2 		$14K Sell
606
-160
-21% -$3.53K 0.01% 391
2014
Q1 		$17K Sell
766
-5,504
-88% -$117K 0.01% 346
2013
Q4 		$116K Buy
6,270
+850
+16% +$14.8K 0.04% 203
2013
Q3 		$92K Buy
+5,420
New +$91.2K 0.05% 161

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

Waverly Advisors's NVO Position: Q1 2026 in Review

Waverly Advisors increased its Novo Nordisk (NVO) stake by 397% in Q1 2026, buying an estimated $1.76M and bringing the position to 46,510 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #679.

Waverly Advisors first reported a position in NVO in Q3 2013 and has held it in 21 quarters since. The position peaked at $6.32M in Q1 2025. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Waverly Advisors held 46,510 shares of Novo Nordisk worth $1.71M as of Q1 2026.
  • Waverly Advisors bought 37,143 Novo Nordisk shares in Q1 2026, an estimated $1.76M.
  • Novo Nordisk made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #679 holding.
  • Waverly Advisors first reported a position in Novo Nordisk in Q3 2013 and has held it in 21 quarters since.
  • Waverly Advisors's Novo Nordisk position peaked at $6.32M in Q1 2025.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.