CA
NVO

COFG Advisors’s Novo Nordisk NVO Stock Holding History

COFG 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 		$394K Sell
8,222
-11
-0.1% -$473 0.07% 202
2026
Q1 		$303K Sell
8,233
-54
-0.7% -$2.56K 0.07% 171
2025
Q4 		$422K Buy
+8,287
New +$424K 0.1% 134

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

COFG Advisors's NVO Position: Q2 2026 in Review

COFG Advisors reduced its Novo Nordisk (NVO) stake by 0.13% in Q2 2026, selling an estimated $473 and leaving 8,222 shares worth $394K. The position accounts for 0.07% of the portfolio, ranked #202.

COFG Advisors first reported a position in NVO in Q4 2025 and has held it in 3 quarters since. The position peaked at $422K in Q4 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • COFG Advisors held 8,222 shares of Novo Nordisk worth $394K as of Q2 2026.
  • COFG Advisors sold 11 Novo Nordisk shares in Q2 2026, an estimated $473.
  • Novo Nordisk made up 0.07% of COFG Advisors's portfolio in Q2 2026, its #202 holding.
  • COFG Advisors first reported a position in Novo Nordisk in Q4 2025 and has held it in 3 quarters since.
  • COFG Advisors's Novo Nordisk position peaked at $422K in Q4 2025.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.