WAM
NVO

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
2025
Q3 		$5.11K Buy
+5
New +$293 ﹤0.01% 241
2025
Q1 		– Sell
-500
Closed -$43K – 231
2024
Q4 		$43K Buy
+500
New +$54.1K 0.01% 219

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

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. 1,273 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.
  • 1,273 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.