Werba Rubin Papier Wealth Management’s Novo Nordisk NVO Stock Holding History

Werba Rubin Papier 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	-4,270	Closed	-$217K	–	288
2025 Q4	$217K	Buy	4,270 +241	+6%	+$12.3K	0.06%	211
2025 Q3	$224K	Sell	4,029 -349	-8%	-$20.4K	0.04%	219
2025 Q2	$302K	Buy	4,378 +173	+4%	+$11.8K	0.06%	157
2025 Q1	$292K	Sell	4,205 -365	-8%	-$30.1K	0.06%	135
2024 Q4	$393K	Sell	4,570 -893	-16%	-$96.6K	0.09%	115
2024 Q3	$650K	Sell	5,463 -7	-0.1%	-$934	0.15%	85
2024 Q2	$781K	Buy	5,470 +984	+22%	+$130K	0.22%	67
2024 Q1	$580K	Buy	4,486 +242	+6%	+$28.8K	0.17%	70
2023 Q4	$439K	Hold	4,244	–	–	0.15%	63
2023 Q3	$386K	Hold	4,244	–	–	0.14%	71
2023 Q2	$343K	Hold	4,244	–	–	0.12%	76
2023 Q1	$340K	Hold	4,244	–	–	0.13%	69
2022 Q4	$287K	Buy	+4,244	New	+$249K	0.12%	75

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

Werba Rubin Papier Wealth Management's NVO Position: Q1 2026 in Review

Werba Rubin Papier Wealth Management sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 4,270 shares — an estimated $217K sold.

Werba Rubin Papier Wealth Management first reported a position in NVO in Q4 2022 and held it in 13 quarters. The position peaked at $781K in Q2 2024. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Werba Rubin Papier Wealth Management reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Werba Rubin Papier Wealth Management sold 4,270 Novo Nordisk shares in Q1 2026, an estimated $217K.
Werba Rubin Papier Wealth Management first reported a position in Novo Nordisk in Q4 2022 and held it in 13 quarters.
Werba Rubin Papier Wealth Management's Novo Nordisk position peaked at $781K in Q2 2024.
1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.