EP
NVO

Essential Partners’s Novo Nordisk NVO Stock Holding History

Essential Partners’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 		$3.6K Buy
75
+28
+60% +$1.2K ﹤0.01% 1694
2026
Q1 		$1.73K Buy
+47
New +$2.23K ﹤0.01% 2063
2025
Q4 		– Sell
-67
Closed -$3.72K – 2873
2025
Q3 		$3.72K Buy
+67
New +$3.92K ﹤0.01% 1540

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

Essential Partners's NVO Position: Q2 2026 in Review

Essential Partners increased its Novo Nordisk (NVO) stake by 60% in Q2 2026, buying an estimated $1.2K and bringing the position to 75 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

Essential Partners first reported a position in NVO in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.72K in Q3 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Essential Partners held 75 shares of Novo Nordisk worth $3.6K as of Q2 2026.
  • Essential Partners bought 28 Novo Nordisk shares in Q2 2026, an estimated $1.2K.
  • Novo Nordisk made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1694 holding.
  • Essential Partners first reported a position in Novo Nordisk in Q3 2025 and has held it in 3 quarters since.
  • Essential Partners's Novo Nordisk position peaked at $3.72K in Q3 2025.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.