IFG
NVO

Independent Financial Group’s Novo Nordisk NVO Stock Holding History

Independent Financial Group’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 		$762K Buy
15,901
+930
+6% +$40K 0.01% 804
2026
Q1 		$550K Sell
14,971
-5,335
-26% -$253K 0.01% 882
2025
Q4 		$1.03M Buy
20,306
+5,232
+35% +$268K 0.02% 608
2025
Q3 		$836K Sell
15,074
-1,375
-8% -$80.5K 0.02% 658
2025
Q2 		$1.14M Buy
16,449
+5,775
+54% +$393K 0.03% 508
2025
Q1 		$741K Sell
10,674
-33,770
-76% -$2.79M 0.03% 570
2024
Q4 		$3.82M Buy
44,444
+32,254
+265% +$3.49M 0.13% 150
2024
Q3 		$1.45M Sell
12,190
-67,652
-85% -$9.02M 0.05% 348
2024
Q2 		$11.4M Buy
79,842
+27,124
+51% +$3.59M 0.46% 30
2024
Q1 		$6.77M Buy
52,718
+17,590
+50% +$2.09M 0.31% 67
2023
Q4 		$3.63M Buy
35,128
+13,164
+60% +$1.3M 0.19% 115
2023
Q3 		$2M Buy
21,964
+18,276
+496% +$1.61M 0.13% 183
2023
Q2 		$298K Buy
+3,688
New +$301K 0.02% 644

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

Independent Financial Group's NVO Position: Q2 2026 in Review

Independent Financial Group increased its Novo Nordisk (NVO) stake by 6.2% in Q2 2026, buying an estimated $40K and bringing the position to 15,901 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #804.

Independent Financial Group first reported a position in NVO in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.4M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Independent Financial Group held 15,901 shares of Novo Nordisk worth $762K as of Q2 2026.
  • Independent Financial Group bought 930 Novo Nordisk shares in Q2 2026, an estimated $40K.
  • Novo Nordisk made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #804 holding.
  • Independent Financial Group first reported a position in Novo Nordisk in Q2 2023 and has held it in 13 quarters since.
  • Independent Financial Group's Novo Nordisk position peaked at $11.4M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.