CF
NVO

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
Q2 		– Sell
-32,878
Closed -$1.21M – 291
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
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

Convergence Financial's NVO Position: Q2 2026 in Review

Convergence Financial sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 32,878 shares — an estimated $1.21M sold.

Convergence Financial first reported a position in NVO in Q2 2024 and held it in 8 quarters. The position peaked at $1.33M in Q3 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Convergence Financial reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Convergence Financial sold 32,878 Novo Nordisk shares in Q2 2026, an estimated $1.21M.
  • Convergence Financial first reported a position in Novo Nordisk in Q2 2024 and held it in 8 quarters.
  • Convergence Financial's Novo Nordisk position peaked at $1.33M in Q3 2024.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.