LMFP
NVO

Larry Mathis Financial Planning’s Novo Nordisk NVO Stock Holding History

Larry Mathis 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 		– Sell
-11,029
Closed -$405K – 175
2026
Q1 		$405K Buy
11,029
+509
+5% +$24.1K 0.36% 71
2025
Q4 		$535K Buy
+10,520
New +$538K 0.47% 59

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

Larry Mathis Financial Planning's NVO Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 11,029 shares — an estimated $405K sold.

Larry Mathis Financial Planning first reported a position in NVO in Q4 2025 and held it in 2 quarters. The position peaked at $535K in Q4 2025. 1,346 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 11,029 Novo Nordisk shares in Q2 2026, an estimated $405K.
  • Larry Mathis Financial Planning first reported a position in Novo Nordisk in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Novo Nordisk position peaked at $535K in Q4 2025.
  • 1,346 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.