EF
NVO

Exeter Financial’s Novo Nordisk NVO Stock Holding History

Exeter 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
Q3 		$503K Sell
13,278
-1,940
-13% -$89.4K 0.19% 78
2026
Q2 		$730K Buy
15,218
+641
+4% +$27.5K 0.28% 69
2026
Q1 		$536K Buy
14,577
+9,682
+198% +$459K 0.22% 76
2025
Q4 		$249K Buy
+4,895
New +$250K 0.11% 89

Other funds holding NVO

GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM

Exeter Financial's NVO Position: Q3 2026 in Review

Exeter Financial reduced its Novo Nordisk (NVO) stake by 13% in Q3 2026, selling an estimated $89.4K and leaving 13,278 shares worth $503K. The position accounts for 0.19% of the portfolio, ranked #78.

Exeter Financial first reported a position in NVO in Q4 2025 and has held it in 4 quarters since. The position peaked at $730K in Q2 2026. 64 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Exeter Financial held 13,278 shares of Novo Nordisk worth $503K as of Q3 2026.
  • Exeter Financial sold 1,940 Novo Nordisk shares in Q3 2026, an estimated $89.4K.
  • Novo Nordisk made up 0.19% of Exeter Financial's portfolio in Q3 2026, its #78 holding.
  • Exeter Financial first reported a position in Novo Nordisk in Q4 2025 and has held it in 4 quarters since.
  • Exeter Financial's Novo Nordisk position peaked at $730K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Exeter Financial's 13F filing for Q3 2026, filed 8 Oct 2026.