Jones Financial Companies
NVO

Jones Financial Companies’s Novo Nordisk NVO Stock Holding History

Jones Financial Companies’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 		$49.9M Buy
1,038,160
+605,390
+140% +$26M 0.02% 409
2026
Q1 		$15.6M Buy
432,770
+280,911
+185% +$13.3M 0.01% 679
2025
Q4 		$7.73M Buy
151,859
+1,974
+1% +$101K ﹤0.01% 515
2025
Q3 		$8.33M Buy
149,885
+14,017
+10% +$820K 0.01% 444
2025
Q2 		$9.31M Buy
135,868
+27,228
+25% +$1.85M 0.01% 368
2025
Q1 		$7.53M Buy
108,640
+36,588
+51% +$3.02M 0.01% 354
2024
Q4 		$6.2M Buy
72,052
+27,470
+62% +$2.97M 0.01% 322
2024
Q3 		$5.38M Buy
44,582
+22,571
+103% +$3.01M 0.01% 284
2024
Q2 		$3.14M Buy
22,011
+16,744
+318% +$2.22M ﹤0.01% 260
2024
Q1 		$676K Buy
5,267
+4,843
+1,142% +$577K ﹤0.01% 302
2023
Q4 		$43.9K Sell
424
-56
-12% -$5.54K ﹤0.01% 492
2023
Q3 		$43.7K Buy
480
+350
+269% +$30.8K ﹤0.01% 378
2023
Q2 		$10.5K Sell
130
-84
-39% -$6.86K ﹤0.01% 461
2023
Q1 		$17K Sell
214
-114
-35% -$8.08K ﹤0.01% 437
2022
Q4 		$22K Buy
328
+28
+9% +$1.64K ﹤0.01% 415
2022
Q3 		$15K Sell
300
-70
-19% -$3.75K ﹤0.01% 401
2022
Q2 		$21K Sell
370
-8
-2% -$444 ﹤0.01% 403
2022
Q1 		$21K Sell
378
-900
-70% -$46.2K ﹤0.01% 431
2021
Q4 		$72K Buy
1,278
+288
+29% +$15.6K ﹤0.01% 330
2021
Q3 		$48K Hold
990
– – ﹤0.01% 325
2021
Q2 		$41K Hold
990
– – ﹤0.01% 328
2021
Q1 		$33K Buy
990
+268
+37% +$9.54K ﹤0.01% 407
2020
Q4 		$25K Buy
+722
New +$25K ﹤0.01% 345
2013
Q4 		– Sell
-3,070
Closed -$52K – 440
2013
Q3 		$52K Buy
3,070
+2,320
+309% +$39K ﹤0.01% 291
2013
Q2 		$12K Buy
+750
New +$12.5K ﹤0.01% 562

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

Jones Financial Companies's NVO Position: Q2 2026 in Review

Jones Financial Companies increased its Novo Nordisk (NVO) stake by 140% in Q2 2026, buying an estimated $26M and bringing the position to 1,038,160 shares worth $49.9M. The position accounts for 0.02% of the portfolio, ranked #409.

Jones Financial Companies first reported a position in NVO in Q2 2013 and has held it in 25 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Jones Financial Companies held 1,038,160 shares of Novo Nordisk worth $49.9M as of Q2 2026.
  • Jones Financial Companies bought 605,390 Novo Nordisk shares in Q2 2026, an estimated $26M.
  • Novo Nordisk made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #409 holding.
  • Jones Financial Companies first reported a position in Novo Nordisk in Q2 2013 and has held it in 25 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.