LFA
NVO

Lauterbach Financial Advisors’s Novo Nordisk NVO Stock Holding History

Lauterbach Financial Advisors’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 		$378K Hold
7,877
– – 0.16% 67
2026
Q1 		$289K Hold
7,877
– – 0.14% 66
2025
Q4 		$401K Buy
+7,877
New +$403K 0.2% 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

Lauterbach Financial Advisors's NVO Position: Q2 2026 in Review

Lauterbach Financial Advisors held its Novo Nordisk (NVO) position steady in Q2 2026 at 7,877 shares worth $378K. The position accounts for 0.16% of the portfolio, ranked #67.

Lauterbach Financial Advisors first reported a position in NVO in Q4 2025 and has held it in 3 quarters since. The position peaked at $401K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Lauterbach Financial Advisors held 7,877 shares of Novo Nordisk worth $378K as of Q2 2026.
  • Lauterbach Financial Advisors left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up 0.16% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • Lauterbach Financial Advisors first reported a position in Novo Nordisk in Q4 2025 and has held it in 3 quarters since.
  • Lauterbach Financial Advisors's Novo Nordisk position peaked at $401K in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.