COMPASS FINANCIAL MANAGEMENT LLC’s Novo Nordisk NVO Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$13.2K	Buy	+298	New	+$12.8K	﹤0.01%	996

Other funds holding NVO

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

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 Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's NVO Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Novo Nordisk (NVO) in Q2 2026: 298 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings.

1,092 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 298 shares of Novo Nordisk worth $13.2K as of Q2 2026.
Novo Nordisk was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Novo Nordisk made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #996 holding.
1,092 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.