BFG
NVO

Birch Financial Group’s Novo Nordisk NVO Stock Holding History

Birch 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
Q2 		– Sell
-7,471
Closed -$275K – 143
2026
Q1 		$275K Sell
7,471
-813
-10% -$38.5K 0.16% 105
2025
Q4 		$421K Sell
8,284
-8,538
-51% -$437K 0.24% 79
2025
Q3 		$933K Buy
16,822
+1,957
+13% +$115K 0.55% 41
2025
Q2 		$1.03M Buy
14,865
+3,488
+31% +$237K 0.82% 27
2025
Q1 		$790K Buy
11,377
+4,888
+75% +$404K 0.7% 31
2024
Q4 		$558K Buy
+6,489
New +$702K 0.63% 31

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Birch Financial Group's NVO Position: Q2 2026 in Review

Birch Financial Group sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 7,471 shares — an estimated $275K sold.

Birch Financial Group first reported a position in NVO in Q4 2024 and held it in 6 quarters. The position peaked at $1.03M in Q2 2025. 819 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Birch Financial Group reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Birch Financial Group sold 7,471 Novo Nordisk shares in Q2 2026, an estimated $275K.
  • Birch Financial Group first reported a position in Novo Nordisk in Q4 2024 and held it in 6 quarters.
  • Birch Financial Group's Novo Nordisk position peaked at $1.03M in Q2 2025.
  • 819 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.