CFG
NVO

Cooper Financial Group’s Novo Nordisk NVO Stock Holding History

Cooper Financial Group’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
-6,524
Closed -$240K – 475
2026
Q1 		$240K Buy
6,524
+2,272
+53% +$108K 0.02% 371
2025
Q4 		$216K Sell
4,252
-2,366
-36% -$121K 0.02% 360
2025
Q3 		$367K Buy
+6,618
New +$387K 0.04% 275
2025
Q2 		– Sell
-11,367
Closed -$789K – 397
2025
Q1 		$789K Buy
11,367
+295
+3% +$24.4K 0.1% 172
2024
Q4 		$952K Buy
11,072
+593
+6% +$64.1K 0.11% 149
2024
Q3 		$1.25M Buy
10,479
+507
+5% +$67.6K 0.16% 108
2024
Q2 		$1.42M Sell
9,972
-1,470
-13% -$195K 0.21% 88
2024
Q1 		$1.47M Buy
11,442
+211
+2% +$25.1K 0.24% 85
2023
Q4 		$1.16M Buy
11,231
+89
+0.8% +$8.8K 0.21% 93
2023
Q3 		$1.01M Buy
11,142
+752
+7% +$66.2K 0.24% 100
2023
Q2 		$841K Buy
10,390
+6,306
+154% +$515K 0.21% 114
2023
Q1 		$325K Buy
+4,084
New +$290K 0.09% 234

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

Cooper Financial Group's NVO Position: Q2 2026 in Review

Cooper Financial Group sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 6,524 shares — an estimated $240K sold.

Cooper Financial Group first reported a position in NVO in Q1 2023 and held it in 12 quarters. The position peaked at $1.47M in Q1 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Cooper Financial Group reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Cooper Financial Group sold 6,524 Novo Nordisk shares in Q2 2026, an estimated $240K.
  • Cooper Financial Group first reported a position in Novo Nordisk in Q1 2023 and held it in 12 quarters.
  • Cooper Financial Group's Novo Nordisk position peaked at $1.47M in Q1 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.