BFA
NVO

Benedict Financial Advisors’s Novo Nordisk NVO Stock Holding History

Benedict Financial 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
Q2 		$1.62M Buy
33,754
+265
+0.8% +$11.4K 0.31% 93
2026
Q1 		$1.23M Sell
33,489
-2,038
-6% -$96.6K 0.26% 95
2025
Q4 		$1.81M Sell
35,527
-237
-0.7% -$12.1K 0.38% 89
2025
Q3 		$1.98M Sell
35,764
-349
-1% -$20.4K 0.43% 79
2025
Q2 		$2.49M Sell
36,113
-1,644
-4% -$112K 0.56% 62
2025
Q1 		$2.62M Sell
37,757
-794
-2% -$65.6K 0.61% 60
2024
Q4 		$3.32M Sell
38,551
-1,514
-4% -$164K 0.81% 48
2024
Q3 		$4.77M Sell
40,065
-1,333
-3% -$178K 1.13% 28
2024
Q2 		$5.91M Sell
41,398
-1,248
-3% -$165K 1.5% 16
2024
Q1 		$5.48M Sell
42,646
-1,018
-2% -$121K 1.39% 21
2023
Q4 		$4.52M Sell
43,664
-628
-1% -$62.1K 1.23% 26
2023
Q3 		$4.03M Sell
44,292
-1,378
-3% -$121K 1.16% 31
2023
Q2 		$3.7M Sell
45,670
-688
-1% -$56.2K 1.02% 35
2023
Q1 		$3.69M Sell
46,358
-2,926
-6% -$207K 1.04% 35
2022
Q4 		$3.34M Sell
49,284
-710
-1% -$41.6K 0.99% 41
2022
Q3 		$2.49M Sell
49,994
-318
-0.6% -$17K 0.8% 48
2022
Q2 		$2.8M Sell
50,312
-418
-0.8% -$23.2K 0.83% 47
2022
Q1 		$2.82M Sell
50,730
-470
-0.9% -$24.1K 0.75% 52
2021
Q4 		$2.87M Sell
51,200
-1,352
-3% -$73.2K 0.75% 55
2021
Q3 		$2.52M Sell
52,552
-684
-1% -$33.1K 0.7% 57
2021
Q2 		$2.23M Buy
53,236
+2,056
+4% +$79.7K 0.62% 60
2021
Q1 		$1.73M Buy
51,180
+1,058
+2% +$37.7K 0.5% 72
2020
Q4 		$1.75M Buy
50,122
+1,680
+3% +$58.1K 0.63% 53
2020
Q3 		$1.68M Buy
48,442
+1,098
+2% +$36.6K 0.65% 52
2020
Q2 		$1.55M Buy
47,344
+4,104
+9% +$131K 0.64% 52
2020
Q1 		$1.3M Buy
43,240
+18,250
+73% +$543K 0.61% 54
2019
Q4 		$723K Buy
+24,990
New +$692K 0.28% 81

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Benedict Financial Advisors's NVO Position: Q2 2026 in Review

Benedict Financial Advisors increased its Novo Nordisk (NVO) stake by 0.79% in Q2 2026, buying an estimated $11.4K and bringing the position to 33,754 shares worth $1.62M. The position accounts for 0.31% of the portfolio, ranked #93.

Benedict Financial Advisors first reported a position in NVO in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.91M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Benedict Financial Advisors held 33,754 shares of Novo Nordisk worth $1.62M as of Q2 2026.
  • Benedict Financial Advisors bought 265 Novo Nordisk shares in Q2 2026, an estimated $11.4K.
  • Novo Nordisk made up 0.31% of Benedict Financial Advisors's portfolio in Q2 2026, its #93 holding.
  • Benedict Financial Advisors first reported a position in Novo Nordisk in Q4 2019 and has held it in 27 quarters since.
  • Benedict Financial Advisors's Novo Nordisk position peaked at $5.91M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.