KFP
NVO

KMG Fiduciary Partners’s Novo Nordisk NVO Stock Holding History

KMG Fiduciary Partners’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 		$2.49M Sell
51,957
-22,776
-30% -$979K 0.23% 84
2026
Q1 		$2.75M Buy
74,733
+5,796
+8% +$275K 0.2% 110
2025
Q4 		$3.51M Sell
68,937
-1,112
-2% -$56.9K 0.25% 94
2025
Q3 		$3.89M Buy
70,049
+608
+0.9% +$35.6K 0.26% 92
2025
Q2 		$4.79M Buy
+69,441
New +$4.72M 0.36% 66

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

KMG Fiduciary Partners's NVO Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Novo Nordisk (NVO) stake by 30% in Q2 2026, selling an estimated $979K and leaving 51,957 shares worth $2.49M. The position accounts for 0.23% of the portfolio, ranked #84.

KMG Fiduciary Partners first reported a position in NVO in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.79M in Q2 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • KMG Fiduciary Partners held 51,957 shares of Novo Nordisk worth $2.49M as of Q2 2026.
  • KMG Fiduciary Partners sold 22,776 Novo Nordisk shares in Q2 2026, an estimated $979K.
  • Novo Nordisk made up 0.23% of KMG Fiduciary Partners's portfolio in Q2 2026, its #84 holding.
  • KMG Fiduciary Partners first reported a position in Novo Nordisk in Q2 2025 and has held it in 5 quarters since.
  • KMG Fiduciary Partners's Novo Nordisk position peaked at $4.79M in Q2 2025.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.