AFC
NVO

Ares Financial Consulting’s Novo Nordisk NVO Stock Holding History

Ares Financial Consulting’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
Q2 		$60.9K Hold
1,270
– – 0.04% 200
2026
Q1 		$46.3K Buy
+1,270
New +$60.2K 0.04% 228

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Ares Financial Consulting's NVO Position: Q2 2026 in Review

Ares Financial Consulting held its Novo Nordisk (NVO) position steady in Q2 2026 at 1,270 shares worth $60.9K. The position accounts for 0.04% of the portfolio, ranked #200.

Ares Financial Consulting first reported a position in NVO in Q1 2026 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Ares Financial Consulting held 1,270 shares of Novo Nordisk worth $60.9K as of Q2 2026.
  • Ares Financial Consulting left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up 0.04% of Ares Financial Consulting's portfolio in Q2 2026, its #200 holding.
  • Ares Financial Consulting first reported a position in Novo Nordisk in Q1 2026 and has held it in 2 quarters since.
  • 712 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.