FP
NVO

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
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 Sell
16,890
-1,121,868
-99% -$43.5M 0.34% 51
2021
Q1 		$8.45M Buy
1,138,758
+1,121,868
+6,642% +$40M 0.42% 38
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

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Financial Perspectives's NVO Position: Q2 2026 in Review

Financial Perspectives held its Novo Nordisk (NVO) position steady in Q2 2026 at 11,256 shares worth $540K. The position accounts for 0.13% of the portfolio, ranked #100.

Financial Perspectives first reported a position in NVO in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.45M in Q1 2021. 543 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Financial Perspectives held 11,256 shares of Novo Nordisk worth $540K as of Q2 2026.
  • Financial Perspectives left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up 0.13% of Financial Perspectives's portfolio in Q2 2026, its #100 holding.
  • Financial Perspectives first reported a position in Novo Nordisk in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Novo Nordisk position peaked at $8.45M in Q1 2021.
  • 543 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.