Foundation Resource Management
NVO icon

Foundation Resource Management’s Novo Nordisk NVO Stock Holding History

Foundation Resource Management’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 		$6.03M Sell
159,173
-18,665
-10% -$861K 0.64% 41
2026
Q2 		$8.53M Buy
177,838
+3,712
+2% +$159K 0.99% 37
2026
Q1 		$6.4M Buy
174,126
+5,312
+3% +$252K 0.72% 40
2025
Q4 		$8.59M Buy
168,814
+1,048
+0.6% +$53.6K 1.15% 28
2025
Q3 		$9.31M Buy
+167,766
New +$9.8M 1.34% 26

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

Foundation Resource Management's NVO Position: Q3 2026 in Review

Foundation Resource Management reduced its Novo Nordisk (NVO) stake by 10% in Q3 2026, selling an estimated $861K and leaving 159,173 shares worth $6.03M. The position accounts for 0.64% of the portfolio, ranked #41.

Foundation Resource Management first reported a position in NVO in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.31M in Q3 2025. 816 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Foundation Resource Management held 159,173 shares of Novo Nordisk worth $6.03M as of Q3 2026.
  • Foundation Resource Management sold 18,665 Novo Nordisk shares in Q3 2026, an estimated $861K.
  • Novo Nordisk made up 0.64% of Foundation Resource Management's portfolio in Q3 2026, its #41 holding.
  • Foundation Resource Management first reported a position in Novo Nordisk in Q3 2025 and has held it in 5 quarters since.
  • Foundation Resource Management's Novo Nordisk position peaked at $9.31M in Q3 2025.
  • 816 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Foundation Resource Management's 13F filing for Q3 2026, filed 19 Oct 2026.