WBCM
NVO

Wilson & Boucher Capital Management’s Novo Nordisk NVO Stock Holding History

Wilson & Boucher Capital 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 		$1.65M Sell
44,828
-3,210
-7% -$152K 1.09% 25
2025
Q4 		$2.44M Sell
48,038
-3,115
-6% -$159K 1.61% 16
2025
Q3 		$2.84M Sell
51,153
-2,185
-4% -$128K 1.87% 15
2025
Q2 		$3.68M Buy
53,338
+1,320
+3% +$89.8K 2.57% 8
2025
Q1 		$3.61M Sell
52,018
-2,620
-5% -$216K 2.69% 6
2024
Q4 		$4.7M Sell
54,638
-1,705
-3% -$184K 3.33% 5
2024
Q3 		$6.71M Buy
56,343
+155
+0.3% +$20.7K 4.62% 3
2024
Q2 		$8.02M Buy
56,188
+2,037
+4% +$270K 6.15% 2
2024
Q1 		$6.95M Sell
54,151
-2,470
-4% -$294K 5.48% 2
2023
Q4 		$5.86M Buy
56,621
+415
+0.7% +$41K 4.93% 3
2023
Q3 		$5.11M Buy
56,206
+640
+1% +$56.4K 4.86% 3
2023
Q2 		$4.5M Buy
55,566
+230
+0.4% +$18.8K 4.05% 3
2023
Q1 		$4.4M Buy
55,336
+1,326
+2% +$94K 4.23% 3
2022
Q4 		$3.65M Buy
54,010
+50
+0.1% +$2.93K 3.75% 4
2022
Q3 		$2.69M Buy
53,960
+1,000
+2% +$53.6K 3.13% 5
2022
Q2 		$2.95M Sell
52,960
-840
-2% -$46.6K 3.24% 5
2022
Q1 		$2.99M Sell
53,800
-1,630
-3% -$83.7K 2.71% 6
2021
Q4 		$3.1M Buy
+55,430
New +$3M 2.8% 6

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 $147M AUM 25.76% 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

Wilson & Boucher Capital Management's NVO Position: Q1 2026 in Review

Wilson & Boucher Capital Management reduced its Novo Nordisk (NVO) stake by 6.7% in Q1 2026, selling an estimated $152K and leaving 44,828 shares worth $1.65M. The position accounts for 1.09% of the portfolio, ranked #25.

Wilson & Boucher Capital Management first reported a position in NVO in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.02M in Q2 2024. 1,274 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Wilson & Boucher Capital Management held 44,828 shares of Novo Nordisk worth $1.65M as of Q1 2026.
  • Wilson & Boucher Capital Management sold 3,210 Novo Nordisk shares in Q1 2026, an estimated $152K.
  • Novo Nordisk made up 1.09% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #25 holding.
  • Wilson & Boucher Capital Management first reported a position in Novo Nordisk in Q4 2021 and has held it in 18 quarters since.
  • Wilson & Boucher Capital Management's Novo Nordisk position peaked at $8.02M in Q2 2024.
  • 1,274 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.