Compass Financial Management’s Novo Nordisk NVO Stock Holding History

Compass Financial Management’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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Compass Financial Management's NVO Position: Q2 2026 in Review

Compass Financial Management 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.

1,293 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Compass Financial Management held 298 shares of Novo Nordisk worth $13.2K as of Q2 2026.
Novo Nordisk was a new Compass Financial Management position in Q2 2026.
Novo Nordisk made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #996 holding.
1,293 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.