CPG
NVO

Cornerstone Planning Group’s Novo Nordisk NVO Stock Holding History

Cornerstone Planning 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 		$66.4K Buy
1,378
+325
+31% +$14K 0.01% 337
2026
Q1 		$47.2K Sell
1,053
-198
-16% -$9.38K 0.01% 415
2025
Q4 		$75.5K Buy
1,251
+1,195
+2,134% +$61.1K 0.01% 255
2025
Q3 		$9.73K Sell
56
-652
-92% -$38.2K ﹤0.01% 789
2025
Q2 		$33.4K Sell
708
-134
-16% -$9.12K 0.01% 307
2025
Q1 		$51.6K Buy
842
+533
+172% +$44K 0.01% 233
2024
Q4 		$27K Sell
309
-11
-3% -$1.19K 0.01% 266
2024
Q3 		$35.8K Sell
320
-14
-4% -$1.87K 0.01% 228
2024
Q2 		$42.1K Sell
334
-22
-6% -$2.92K 0.01% 226
2024
Q1 		$43.8K Sell
356
-6
-2% -$714 0.01% 186
2023
Q4 		$37.4K Sell
362
-16
-4% -$1.58K 0.01% 220
2023
Q3 		$34.4K Buy
378
+24
+7% +$2.11K 0.01% 230
2023
Q2 		$28.6K Buy
+354
New +$28.9K 0.01% 346
2022
Q4 		$27.6K Buy
+392
New +$23K 0.01% 364

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Cornerstone Planning Group's NVO Position: Q2 2026 in Review

Cornerstone Planning Group increased its Novo Nordisk (NVO) stake by 31% in Q2 2026, buying an estimated $14K and bringing the position to 1,378 shares worth $66.4K. The position accounts for 0.01% of the portfolio, ranked #337.

Cornerstone Planning Group first reported a position in NVO in Q4 2022 and has held it in 14 quarters since. The position peaked at $75.5K in Q4 2025. 819 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Cornerstone Planning Group held 1,378 shares of Novo Nordisk worth $66.4K as of Q2 2026.
  • Cornerstone Planning Group bought 325 Novo Nordisk shares in Q2 2026, an estimated $14K.
  • Novo Nordisk made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #337 holding.
  • Cornerstone Planning Group first reported a position in Novo Nordisk in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Novo Nordisk position peaked at $75.5K in Q4 2025.
  • 819 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.