BFG
NVO

Beacon Financial Group’s Novo Nordisk NVO Stock Holding History

Beacon Financial Group’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
-4,248
Closed -$216K – 360
2025
Q4 		$216K Sell
4,248
-59
-1% -$3.02K 0.02% 332
2025
Q3 		$239K Buy
4,307
+178
+4% +$10.4K 0.02% 322
2025
Q2 		$285K Buy
4,129
+1,245
+43% +$84.7K 0.03% 291
2025
Q1 		$200K Buy
2,884
+177
+7% +$14.6K 0.02% 330
2024
Q4 		$233K Buy
2,707
+195
+8% +$21.1K 0.03% 310
2024
Q3 		$299K Buy
2,512
+646
+35% +$86.2K 0.03% 283
2024
Q2 		$266K Buy
1,866
+32
+2% +$4.24K 0.03% 284
2024
Q1 		$235K Buy
+1,834
New +$218K 0.03% 298
2015
Q2 		– Sell
-29,168
Closed -$798K – 175
2015
Q1 		$798K Buy
29,168
+1,876
+7% +$43.2K 0.18% 81
2014
Q4 		$582K Buy
27,292
+360
+1% +$8.04K 0.12% 108
2014
Q3 		$651K Sell
26,932
-168
-0.6% -$3.87K 0.14% 102
2014
Q2 		$622K Buy
27,100
+4,914
+22% +$108K 0.14% 100
2014
Q1 		$501K Sell
22,186
-74
-0.3% -$1.58K 0.1% 119
2013
Q4 		$411K Buy
22,260
+1,580
+8% +$27.5K 0.08% 141
2013
Q3 		$351K Buy
+20,680
New +$348K 0.08% 140

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

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

Beacon Financial Group sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 4,248 shares — an estimated $216K sold.

Beacon Financial Group first reported a position in NVO in Q3 2013 and held it in 15 quarters. The position peaked at $798K in Q1 2015. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Beacon Financial Group reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Group sold 4,248 Novo Nordisk shares in Q1 2026, an estimated $216K.
  • Beacon Financial Group first reported a position in Novo Nordisk in Q3 2013 and held it in 15 quarters.
  • Beacon Financial Group's Novo Nordisk position peaked at $798K in Q1 2015.
  • 1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Beacon Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.