CFGW
NVO

Chancellor Financial Group WB’s Novo Nordisk NVO Stock Holding History

Chancellor Financial Group WB’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 		$216K Buy
+4,500
New +$193K 0.13% 136
2026
Q1 		– Sell
-4,414
Closed -$225K – 147
2025
Q4 		$225K Buy
+4,414
New +$226K 0.15% 121

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

Chancellor Financial Group WB's NVO Position: Q2 2026 in Review

Chancellor Financial Group WB opened a new position in Novo Nordisk (NVO) in Q2 2026: 4,500 shares worth $216K. The stake represents 0.13% of the portfolio and ranks #136 among its holdings. This is a return to the name: Chancellor Financial Group WB previously reported a position in NVO as recently as Q4 2025.

Chancellor Financial Group WB first reported a position in NVO in Q4 2025 and has held it in 2 quarters since. The position peaked at $225K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Chancellor Financial Group WB held 4,500 shares of Novo Nordisk worth $216K as of Q2 2026.
  • Novo Nordisk was a new Chancellor Financial Group WB position in Q2 2026.
  • Novo Nordisk made up 0.13% of Chancellor Financial Group WB's portfolio in Q2 2026, its #136 holding.
  • Chancellor Financial Group WB first reported a position in Novo Nordisk in Q4 2025 and has held it in 2 quarters since.
  • Chancellor Financial Group WB's Novo Nordisk position peaked at $225K in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.