FSAG
NVO

Financial Solutions Advisory Group’s Novo Nordisk NVO Stock Holding History

Financial Solutions Advisory Group’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 		$612K Sell
12,526
-4,651
-27% -$200K 0.08% 97
2026
Q1 		$631K Buy
+17,177
New +$814K 0.09% 89

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 Solutions Advisory Group's NVO Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its Novo Nordisk (NVO) stake by 27% in Q2 2026, selling an estimated $200K and leaving 12,526 shares worth $612K. The position accounts for 0.08% of the portfolio, ranked #97.

Financial Solutions Advisory Group first reported a position in NVO in Q1 2026 and has held it in 2 quarters since. The position peaked at $631K in Q1 2026. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Financial Solutions Advisory Group held 12,526 shares of Novo Nordisk worth $612K as of Q2 2026.
  • Financial Solutions Advisory Group sold 4,651 Novo Nordisk shares in Q2 2026, an estimated $200K.
  • Novo Nordisk made up 0.08% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #97 holding.
  • Financial Solutions Advisory Group first reported a position in Novo Nordisk in Q1 2026 and has held it in 2 quarters since.
  • Financial Solutions Advisory Group's Novo Nordisk position peaked at $631K in Q1 2026.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.