BC
NVO

Burney Company’s Novo Nordisk NVO Stock Holding History

Burney Company’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 		$1.22M Sell
25,368
-2,717
-10% -$117K 0.03% 326
2026
Q1 		$1.03M Buy
28,085
+1,075
+4% +$50.9K 0.03% 331
2025
Q4 		$1.37M Buy
+27,010
New +$1.38M 0.04% 292
2024
Q4 		– Sell
-1,921
Closed -$229K – 610
2024
Q3 		$229K Hold
1,921
– – 0.01% 573
2024
Q2 		$274K Buy
1,921
+30
+2% +$3.98K 0.01% 529
2024
Q1 		$243K Buy
+1,891
New +$225K 0.01% 551
2022
Q2 		– Sell
-5,456
Closed -$303K – 567
2022
Q1 		$303K Buy
+5,456
New +$280K 0.01% 493

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

Burney Company's NVO Position: Q2 2026 in Review

Burney Company reduced its Novo Nordisk (NVO) stake by 9.7% in Q2 2026, selling an estimated $117K and leaving 25,368 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #326.

Burney Company first reported a position in NVO in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.37M in Q4 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Burney Company held 25,368 shares of Novo Nordisk worth $1.22M as of Q2 2026.
  • Burney Company sold 2,717 Novo Nordisk shares in Q2 2026, an estimated $117K.
  • Novo Nordisk made up 0.03% of Burney Company's portfolio in Q2 2026, its #326 holding.
  • Burney Company first reported a position in Novo Nordisk in Q1 2022 and has held it in 7 quarters since.
  • Burney Company's Novo Nordisk position peaked at $1.37M in Q4 2025.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.