Williams Jones Wealth Management’s Novo Nordisk NVO Stock Holding History

Williams Jones 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	-4,950	Closed	-$252K	–	529
2025 Q4	$252K	Sell	4,950 -122	-2%	-$6.24K	﹤0.01%	446
2025 Q3	$281K	Buy	5,072 +567	+13%	+$33.2K	﹤0.01%	424
2025 Q2	$311K	Sell	4,505 -1,065	-19%	-$72.4K	﹤0.01%	412
2025 Q1	$387K	Buy	5,570 +150	+3%	+$12.4K	﹤0.01%	372
2024 Q4	$466K	Sell	5,420 -1,240	-19%	-$134K	0.01%	355
2024 Q3	$793K	Buy	6,660 +938	+16%	+$125K	0.01%	289
2024 Q2	$817K	Hold	5,722	–	–	0.01%	274
2024 Q1	$735K	Buy	5,722 +564	+11%	+$67.1K	0.01%	297
2023 Q4	$534K	Buy	5,158 +500	+11%	+$49.4K	0.01%	339
2023 Q3	$424K	Hold	4,658	–	–	0.01%	367
2023 Q2	$377K	Buy	4,658 +1,900	+69%	+$155K	0.01%	389
2023 Q1	$219K	Buy	+2,758	New	+$196K	﹤0.01%	498

Other funds holding NVO

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Williams Jones Wealth Management's NVO Position: Q1 2026 in Review

Williams Jones Wealth Management sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 4,950 shares — an estimated $252K sold.

Williams Jones Wealth Management first reported a position in NVO in Q1 2023 and held it in 12 quarters. The position peaked at $817K in Q2 2024. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Williams Jones Wealth Management reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Williams Jones Wealth Management sold 4,950 Novo Nordisk shares in Q1 2026, an estimated $252K.
Williams Jones Wealth Management first reported a position in Novo Nordisk in Q1 2023 and held it in 12 quarters.
Williams Jones Wealth Management's Novo Nordisk position peaked at $817K in Q2 2024.
1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.