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BFC Planning, Inc.’s Novo Nordisk NVO Stock Holding History

BFC Planning, Inc.’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 		$530K Sell
11,060
-3,621
-25% -$156K 0.02% 584
2026
Q1 		$540K Sell
14,681
-16,812
-53% -$797K 0.02% 542
2025
Q4 		$1.6M Buy
31,493
+25,358
+413% +$1.3M 0.07% 267
2025
Q3 		$340K Sell
6,135
-379
-6% -$22.2K 0.02% 485
2025
Q2 		$450K Buy
6,514
+671
+11% +$45.6K 0.04% 388
2025
Q1 		$406K Sell
5,843
-194
-3% -$16K 0.04% 383
2024
Q4 		$519K Buy
+6,037
New +$653K 0.04% 326

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
Folketrygdfondet
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 $348B AUM 26.9% 1-Year Est. Return

BFC Planning, Inc.'s NVO Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Novo Nordisk (NVO) stake by 25% in Q2 2026, selling an estimated $156K and leaving 11,060 shares worth $530K. The position accounts for 0.02% of the portfolio, ranked #584.

BFC Planning, Inc. first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2025. 1,362 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • BFC Planning, Inc. held 11,060 shares of Novo Nordisk worth $530K as of Q2 2026.
  • BFC Planning, Inc. sold 3,621 Novo Nordisk shares in Q2 2026, an estimated $156K.
  • Novo Nordisk made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #584 holding.
  • BFC Planning, Inc. first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Novo Nordisk position peaked at $1.6M in Q4 2025.
  • 1,362 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.