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Financial Perspectives’s Novo Nordisk NVO Stock Holding History

Financial Perspectives’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 		$427K Hold
11,256
– – 0.1% 123
2026
Q2 		$540K Hold
11,256
– – 0.13% 100
2026
Q1 		$414K Hold
11,256
– – 0.12% 110
2025
Q4 		$573K Sell
11,256
-123
-1% -$6.29K 0.15% 86
2025
Q3 		$631K Buy
11,379
+123
+1% +$7.2K 0.18% 78
2025
Q2 		$777K Hold
11,256
– – 0.23% 63
2025
Q1 		$782K Hold
11,256
– – 0.27% 58
2024
Q4 		$968K Buy
11,256
+61
+0.5% +$6.6K 0.33% 46
2024
Q3 		$1.33M Sell
11,195
-165
-1% -$22K 0.46% 39
2024
Q2 		$1.62M Hold
11,360
– – 0.6% 33
2024
Q1 		$1.46M Buy
11,360
+15
+0.1% +$1.79K 0.55% 36
2023
Q4 		$1.17M Buy
11,345
+34
+0.3% +$3.36K 0.48% 39
2023
Q3 		$1.03M Buy
11,311
+1
+0% +$88 0.47% 40
2023
Q2 		$915K Hold
11,310
– – 0.4% 43
2023
Q1 		$900K Hold
11,310
– – 0.43% 40
2022
Q4 		$765K Buy
11,310
+74
+0.7% +$4.34K 0.39% 45
2022
Q3 		$560K Hold
11,236
– – 0.31% 51
2022
Q2 		$626K Hold
11,236
– – 0.35% 47
2022
Q1 		$624K Buy
11,236
+460
+4% +$23.6K 0.29% 52
2021
Q4 		$603K Buy
10,776
+2,898
+37% +$157K 0.29% 53
2021
Q3 		$378K Sell
7,878
-9,012
-53% -$436K 0.19% 73
2021
Q2 		$707K Hold
16,890
– – 0.34% 51
2021
Q1 		$569K Hold
16,890
– – 0.3% 56
2020
Q4 		$590K Sell
16,890
-100
-0.6% -$3.46K 0.34% 49
2020
Q3 		$590K Buy
16,990
+2
+0% +$67 0.39% 40
2020
Q2 		$556K Buy
16,988
+4
+0% +$128 0.4% 38
2020
Q1 		$511K Hold
16,984
– – 0.41% 33
2019
Q4 		$492K Buy
+16,984
New +$470K 0.34% 37

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Financial Perspectives's NVO Position: Q3 2026 in Review

Financial Perspectives held its Novo Nordisk (NVO) position steady in Q3 2026 at 11,256 shares worth $427K. The position accounts for 0.1% of the portfolio, ranked #123.

Financial Perspectives first reported a position in NVO in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.62M in Q2 2024. 816 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Financial Perspectives held 11,256 shares of Novo Nordisk worth $427K as of Q3 2026.
  • Financial Perspectives left its Novo Nordisk share count unchanged in Q3 2026.
  • Novo Nordisk made up 0.1% of Financial Perspectives's portfolio in Q3 2026, its #123 holding.
  • Financial Perspectives first reported a position in Novo Nordisk in Q4 2019 and has held it in 28 quarters since.
  • Financial Perspectives's Novo Nordisk position peaked at $1.62M in Q2 2024.
  • 816 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.