Creative Planning
NVO

Creative Planning’s Novo Nordisk NVO Stock Holding History

Creative Planning’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
2025
Q3 		– Sell
-100
Closed -$30 – 3981
2025
Q2 		$30 Buy
+100
New +$6.8K ﹤0.01% 3677

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

Creative Planning's NVO Position: Q2 2026 in Review

Creative Planning increased its Novo Nordisk (NVO) stake by 43% in Q2 2026, buying an estimated $8.38M and bringing the position to 646,107 shares worth $31M. The position accounts for 0.02% of the portfolio, ranked #351.

Creative Planning first reported a position in NVO in Q2 2013 and has held it in 53 quarters since. The position peaked at $40.2M in Q2 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Creative Planning held 646,107 shares of Novo Nordisk worth $31M as of Q2 2026.
  • Creative Planning bought 195,086 Novo Nordisk shares in Q2 2026, an estimated $8.38M.
  • Novo Nordisk made up 0.02% of Creative Planning's portfolio in Q2 2026, its #351 holding.
  • Creative Planning first reported a position in Novo Nordisk in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Novo Nordisk position peaked at $40.2M in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.