BFA
NVO

Beacon Financial Advisory’s Novo Nordisk NVO Stock Holding History

Beacon Financial Advisory’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 		– Sell
-8,869
Closed -$451K – 416
2025
Q4 		$451K Buy
8,869
+4,139
+88% +$212K 0.1% 229
2025
Q3 		$262K Buy
+4,730
New +$277K 0.06% 317

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

Beacon Financial Advisory's NVO Position: Q1 2026 in Review

Beacon Financial Advisory sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 8,869 shares — an estimated $451K sold.

Beacon Financial Advisory first reported a position in NVO in Q3 2025 and held it in 2 quarters. The position peaked at $451K in Q4 2025. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Beacon Financial Advisory reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Advisory sold 8,869 Novo Nordisk shares in Q1 2026, an estimated $451K.
  • Beacon Financial Advisory first reported a position in Novo Nordisk in Q3 2025 and held it in 2 quarters.
  • Beacon Financial Advisory's Novo Nordisk position peaked at $451K in Q4 2025.
  • 1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.