Convergence Financial’s Novo Nordisk NVO Stock Holding History

Convergence Financial’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 Q1	$1.21M	Buy	32,878 +17,332	+111%	+$821K	0.13%	89
2025 Q4	$791K	Buy	15,546 +829	+6%	+$42.4K	0.12%	93
2025 Q3	$817K	Buy	14,717 +1,472	+11%	+$86.2K	0.12%	95
2025 Q2	$914K	Buy	13,245 +724	+6%	+$49.2K	0.16%	81
2025 Q1	$869K	Buy	12,521 +967	+8%	+$79.9K	0.17%	74
2024 Q4	$994K	Buy	11,554 +403	+4%	+$43.6K	0.2%	59
2024 Q3	$1.33M	Buy	11,151 +3,243	+41%	+$432K	0.28%	52
2024 Q2	$1.13M	Buy	+7,908	New	+$1.05M	0.3%	43

Other funds holding NVO

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Convergence Financial's NVO Position: Q1 2026 in Review

Convergence Financial increased its Novo Nordisk (NVO) stake by 111% in Q1 2026, buying an estimated $821K and bringing the position to 32,878 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #89.

Convergence Financial first reported a position in NVO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q3 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Convergence Financial held 32,878 shares of Novo Nordisk worth $1.21M as of Q1 2026.
Convergence Financial bought 17,332 Novo Nordisk shares in Q1 2026, an estimated $821K.
Novo Nordisk made up 0.13% of Convergence Financial's portfolio in Q1 2026, its #89 holding.
Convergence Financial first reported a position in Novo Nordisk in Q2 2024 and has held it in 8 quarters since.
Convergence Financial's Novo Nordisk position peaked at $1.33M in Q3 2024.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.