WA
NVO

WP Advisors’s Novo Nordisk NVO Stock Holding History

WP Advisors’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 		$248K Buy
6,736
+1
+0% +$47 0.06% 106
2025
Q4 		$343K Sell
6,735
-1,082
-14% -$55.3K 0.09% 90
2025
Q3 		$434K Buy
+7,817
New +$458K 0.11% 83
2024
Q3 		– Sell
-1,480
Closed -$211K – 106
2024
Q2 		$211K Buy
+1,480
New +$196K 0.07% 103
2019
Q2 		– Sell
-1,480
Closed -$387 – 132
2019
Q1 		$387 Buy
+1,480
New +$36.4K 0.04% 133
2018
Q4 		– Sell
-1,880
Closed -$44K – 177
2018
Q3 		$44K Hold
1,880
– – 0.04% 131
2018
Q2 		$43K Buy
+1,880
New +$44.7K 0.04% 141

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

WP Advisors's NVO Position: Q1 2026 in Review

WP Advisors increased its Novo Nordisk (NVO) stake by 0.01% in Q1 2026, buying an estimated $47 and bringing the position to 6,736 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #106.

WP Advisors first reported a position in NVO in Q2 2018 and has held it in 7 quarters since. The position peaked at $434K in Q3 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • WP Advisors held 6,736 shares of Novo Nordisk worth $248K as of Q1 2026.
  • WP Advisors bought 1 Novo Nordisk share in Q1 2026, an estimated $47.
  • Novo Nordisk made up 0.06% of WP Advisors's portfolio in Q1 2026, its #106 holding.
  • WP Advisors first reported a position in Novo Nordisk in Q2 2018 and has held it in 7 quarters since.
  • WP Advisors's Novo Nordisk position peaked at $434K in Q3 2025.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.