First Dallas Securities’s Novo Nordisk NVO Stock Holding History

First Dallas Securities’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	$1.01M	Buy	+20,967	New	+$901K	0.33%	68
2025 Q1	–	Sell	-5,654	Closed	-$486K	–	118
2024 Q4	$486K	Buy	5,654 +838	+17%	+$90.6K	0.2%	85
2024 Q3	$573K	Sell	4,816 -4,499	-48%	-$600K	0.24%	75
2024 Q2	$1.33M	Sell	9,315 -6,161	-40%	-$816K	0.58%	43
2024 Q1	$1.99M	Sell	15,476 -600	-4%	-$71.4K	0.91%	34
2023 Q4	$1.66M	Sell	16,076 -4,786	-23%	-$473K	0.86%	36
2023 Q3	$2.63M	Buy	20,862 +3,648	+21%	+$321K	0.6%	52
2023 Q2	$1.39M	Buy	17,214 +5,992	+53%	+$489K	0.78%	40
2023 Q1	$893K	Buy	11,222 +5,200	+86%	+$369K	0.53%	49
2022 Q4	$408K	Buy	+6,022	New	+$353K	0.25%	89

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

First Dallas Securities's NVO Position: Q2 2026 in Review

First Dallas Securities opened a new position in Novo Nordisk (NVO) in Q2 2026: 20,967 shares worth $1.01M. The stake represents 0.33% of the portfolio and ranks #68 among its holdings. This is a return to the name: First Dallas Securities previously reported a position in NVO as recently as Q4 2024.

First Dallas Securities first reported a position in NVO in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.63M in Q3 2023. 1,354 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

First Dallas Securities held 20,967 shares of Novo Nordisk worth $1.01M as of Q2 2026.
Novo Nordisk was a new First Dallas Securities position in Q2 2026.
Novo Nordisk made up 0.33% of First Dallas Securities's portfolio in Q2 2026, its #68 holding.
First Dallas Securities first reported a position in Novo Nordisk in Q4 2022 and has held it in 10 quarters since.
First Dallas Securities's Novo Nordisk position peaked at $2.63M in Q3 2023.
1,354 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on First Dallas Securities's 13F filing for Q2 2026, filed 3 Aug 2026.