GoalVest Advisory’s Novo Nordisk NVO Stock Holding History

GoalVest Advisory’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	$2.44K	Hold	51	–	–	﹤0.01%	441
2026 Q1	$1.87K	Hold	51	–	–	﹤0.01%	424
2025 Q4	$2.6K	Sell	51 -50	-50%	-$2.56K	﹤0.01%	490
2025 Q3	$5.6K	Sell	101 -1,750	-95%	-$102K	﹤0.01%	357
2025 Q2	$128K	Buy	1,851 +14	+0.8%	+$952	0.03%	153
2025 Q1	$128K	Sell	1,837 -250	-12%	-$20.6K	0.04%	138
2024 Q4	$180K	Hold	2,087	–	–	0.05%	120
2024 Q3	$248K	Hold	2,087	–	–	0.07%	96
2024 Q2	$298K	Buy	2,087 +1,960	+1,543%	+$260K	0.1%	86
2024 Q1	$16.3K	Buy	+127	New	+$15.1K	0.01%	282
2021 Q1	–	Sell	-14,104	Closed	-$493K	–	210
2020 Q4	$493K	Buy	+14,104	New	+$487K	0.41%	72

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

GoalVest Advisory's NVO Position: Q2 2026 in Review

GoalVest Advisory held its Novo Nordisk (NVO) position steady in Q2 2026 at 51 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

GoalVest Advisory first reported a position in NVO in Q4 2020 and has held it in 11 quarters since. The position peaked at $493K in Q4 2020. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

GoalVest Advisory held 51 shares of Novo Nordisk worth $2.44K as of Q2 2026.
GoalVest Advisory left its Novo Nordisk share count unchanged in Q2 2026.
Novo Nordisk made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #441 holding.
GoalVest Advisory first reported a position in Novo Nordisk in Q4 2020 and has held it in 11 quarters since.
GoalVest Advisory's Novo Nordisk position peaked at $493K in Q4 2020.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.