WNY Asset Management’s Novo Nordisk NVO Stock Holding History

WNY Asset 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	$207K	Buy	+5,624	New	+$266K	0.02%	241
2025 Q3	$196K	Buy	+3,527	New	+$206K	0.02%	232
2025 Q1	–	Sell	-2,265	Closed	-$195K	–	232
2024 Q4	$195K	Sell	2,265 -1,137	-33%	-$123K	0.02%	215
2024 Q3	$405K	Sell	3,402 -1,034	-23%	-$138K	0.05%	164
2024 Q2	$633K	Sell	4,436 -76	-2%	-$10.1K	0.08%	126
2024 Q1	$579K	Buy	4,512 +1,050	+30%	+$125K	0.09%	134
2023 Q4	$358K	Hold	3,462	–	–	0.06%	165
2023 Q3	$315K	Buy	3,462 +172	+5%	+$15.2K	0.06%	172
2023 Q2	$266K	Buy	3,290 +90	+3%	+$7.35K	0.06%	166
2023 Q1	$255K	Hold	3,200	–	–	0.06%	165
2022 Q4	$217K	Buy	+3,200	New	+$188K	0.06%	173

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

WNY Asset Management's NVO Position: Q1 2026 in Review

WNY Asset Management opened a new position in Novo Nordisk (NVO) in Q1 2026: 5,624 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #241 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in NVO as recently as Q3 2025.

WNY Asset Management first reported a position in NVO in Q4 2022 and has held it in 11 quarters since. The position peaked at $633K in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

WNY Asset Management held 5,624 shares of Novo Nordisk worth $207K as of Q1 2026.
Novo Nordisk was a new WNY Asset Management position in Q1 2026.
Novo Nordisk made up 0.02% of WNY Asset Management's portfolio in Q1 2026, its #241 holding.
WNY Asset Management first reported a position in Novo Nordisk in Q4 2022 and has held it in 11 quarters since.
WNY Asset Management's Novo Nordisk position peaked at $633K in Q2 2024.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.