WPA
NVO

Wealth Preservation Advisors’s Novo Nordisk NVO Stock Holding History

Wealth Preservation 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 		$368 Sell
10
-70
-88% -$3.32K ﹤0.01% 817
2025
Q4 		$4.07K Sell
80
-6
-7% -$307 ﹤0.01% 408
2025
Q3 		$4.77K Buy
86
+28
+48% +$1.64K ﹤0.01% 371
2025
Q2 		$4K Buy
58
+48
+480% +$3.27K ﹤0.01% 387
2025
Q1 		$694 Buy
+10
New +$826 ﹤0.01% 527

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

Wealth Preservation Advisors's NVO Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Novo Nordisk (NVO) stake by 88% in Q1 2026, selling an estimated $3.32K and leaving 10 shares worth $368. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Wealth Preservation Advisors first reported a position in NVO in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.77K in Q3 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Wealth Preservation Advisors held 10 shares of Novo Nordisk worth $368 as of Q1 2026.
  • Wealth Preservation Advisors sold 70 Novo Nordisk shares in Q1 2026, an estimated $3.32K.
  • Novo Nordisk made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #817 holding.
  • Wealth Preservation Advisors first reported a position in Novo Nordisk in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Novo Nordisk position peaked at $4.77K in Q3 2025.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

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