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 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

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

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 $1.62M in Q2 2024. 1,355 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 $1.62M in Q2 2024.
  • 1,355 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.