KFP
NVO

Kerr Financial Planning’s Novo Nordisk NVO Stock Holding History

Kerr Financial Planning’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 		$103K Buy
2,150
+350
+19% +$15K 0.12% 134
2026
Q1 		$74.5K Sell
1,800
-309
-15% -$14.6K 0.05% 151
2025
Q4 		$91.9K Buy
2,109
+2,083
+8,012% +$107K 0.12% 132
2025
Q3 		$1.27K Buy
+26
New +$1.52K ﹤0.01% 509

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

Kerr Financial Planning's NVO Position: Q2 2026 in Review

Kerr Financial Planning increased its Novo Nordisk (NVO) stake by 19% in Q2 2026, buying an estimated $15K and bringing the position to 2,150 shares worth $103K. The position accounts for 0.12% of the portfolio, ranked #134.

Kerr Financial Planning first reported a position in NVO in Q3 2025 and has held it in 4 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Kerr Financial Planning held 2,150 shares of Novo Nordisk worth $103K as of Q2 2026.
  • Kerr Financial Planning bought 350 Novo Nordisk shares in Q2 2026, an estimated $15K.
  • Novo Nordisk made up 0.12% of Kerr Financial Planning's portfolio in Q2 2026, its #134 holding.
  • Kerr Financial Planning first reported a position in Novo Nordisk in Q3 2025 and has held it in 4 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.