IA
NVO

IFP Advisors’s Novo Nordisk NVO Stock Holding History

IFP Advisors’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 		$1.45M Buy
30,253
+6,013
+25% +$258K 0.03% 593
2026
Q1 		$891K Sell
24,240
-2,677
-10% -$127K 0.02% 739
2025
Q4 		$1.37M Buy
26,917
+13,208
+96% +$675K 0.03% 538
2025
Q3 		$761K Buy
13,709
+2,388
+21% +$140K 0.02% 710
2025
Q2 		$781K Buy
11,321
+2,805
+33% +$191K 0.02% 660
2025
Q1 		$591K Sell
8,516
-3,042
-26% -$251K 0.02% 721
2024
Q4 		$994K Buy
11,558
+594
+5% +$64.2K 0.03% 528
2024
Q3 		$1.31M Sell
10,964
-1,002
-8% -$134K 0.05% 410
2024
Q2 		$1.71M Buy
11,966
+1,184
+11% +$157K 0.07% 302
2024
Q1 		$1.38M Buy
10,782
+4,616
+75% +$549K 0.06% 332
2023
Q4 		$638K Buy
6,166
+1,922
+45% +$190K 0.03% 510
2023
Q3 		$386K Sell
4,244
-1,008
-19% -$88.8K 0.02% 689
2023
Q2 		$425K Sell
5,252
-46
-0.9% -$3.76K 0.02% 706
2023
Q1 		$127K Sell
5,298
-2,880
-35% -$204K 0.01% 1131
2022
Q4 		$202K Sell
8,178
-1,238
-13% -$72.6K 0.01% 1349
2022
Q3 		$235K Buy
9,416
+1,146
+14% +$61.4K 0.01% 1317
2022
Q2 		$207K Hold
8,270
– – 0.01% 1263
2022
Q1 		$207K Buy
8,270
+6,756
+446% +$347K 0.01% 1263
2021
Q4 		$86K Sell
1,514
-1,080
-42% -$58.5K ﹤0.01% 1327
2021
Q3 		$125K Buy
2,594
+826
+47% +$39.9K ﹤0.01% 1190
2021
Q2 		$75K Sell
1,768
-84
-5% -$3.26K ﹤0.01% 1360
2021
Q1 		$62K Sell
1,852
-410
-18% -$14.6K ﹤0.01% 1368
2020
Q4 		$79K Sell
2,262
-1,030
-31% -$35.6K ﹤0.01% 1248
2020
Q3 		$115K Buy
3,292
+1,784
+118% +$59.5K 0.01% 927
2020
Q2 		$50K Sell
1,508
-818
-35% -$26.1K ﹤0.01% 1220
2020
Q1 		$66K Sell
2,326
-172
-7% -$5.12K 0.01% 1010
2019
Q4 		$73K Buy
2,498
+122
+5% +$3.38K 0.01% 1092
2019
Q3 		$61K Buy
+2,376
New +$60.1K ﹤0.01% 1276
2019
Q1 		$79K Sell
3,076
-4,728
-61% -$116K 0.01% 785
2018
Q4 		$179K Sell
7,804
-676
-8% -$15K 0.01% 915
2018
Q3 		$200K Buy
8,480
+316
+4% +$7.71K 0.01% 1077
2018
Q2 		$188K Sell
8,164
-13,282
-62% -$316K 0.01% 1092
2018
Q1 		$576K Hold
21,446
– – 0.03% 567
2017
Q4 		$576K Buy
21,446
+1,044
+5% +$26.6K 0.03% 566
2017
Q3 		$491K Buy
20,402
+624
+3% +$14.1K 0.02% 701
2017
Q2 		$424K Sell
19,778
-1,416
-7% -$28.6K 0.02% 741
2017
Q1 		$363K Sell
21,194
-364
-2% -$6.34K 0.02% 820
2016
Q4 		$387K Sell
21,558
-1,536
-7% -$27.8K 0.02% 736
2016
Q3 		$480K Sell
23,094
-5,344
-19% -$132K 0.03% 577
2016
Q2 		$765K Buy
28,438
+25,362
+825% +$696K 0.04% 418
2016
Q1 		$79K Sell
3,076
-24,754
-89% -$663K 0.01% 784
2015
Q4 		$808K Buy
+27,830
New +$770K 0.05% 359

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

IFP Advisors's NVO Position: Q2 2026 in Review

IFP Advisors increased its Novo Nordisk (NVO) stake by 25% in Q2 2026, buying an estimated $258K and bringing the position to 30,253 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #593.

IFP Advisors first reported a position in NVO in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.71M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • IFP Advisors held 30,253 shares of Novo Nordisk worth $1.45M as of Q2 2026.
  • IFP Advisors bought 6,013 Novo Nordisk shares in Q2 2026, an estimated $258K.
  • Novo Nordisk made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #593 holding.
  • IFP Advisors first reported a position in Novo Nordisk in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Novo Nordisk position peaked at $1.71M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.