LifeSteps Financial’s Novo Nordisk NVO Stock Holding History

LifeSteps Financial’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	$357K	Sell	7,446 -11	-0.1%	-$473	0.17%	72
2026 Q1	$274K	Buy	7,457 +142	+2%	+$6.73K	0.17%	76
2025 Q4	$372K	Hold	7,315	–	–	0.24%	64
2025 Q3	$406K	Sell	7,315 -25	-0.3%	-$1.46K	0.26%	59
2025 Q2	$507K	Sell	7,340 -12	-0.2%	-$816	0.35%	47
2025 Q1	$511K	Sell	7,352 -34	-0.5%	-$2.81K	0.41%	46
2024 Q4	$635K	Sell	7,386 -25	-0.3%	-$2.7K	0.49%	40
2024 Q3	$882K	Hold	7,411	–	–	0.69%	28
2024 Q2	$1.06M	Hold	7,411	–	–	0.87%	26
2024 Q1	$952K	Hold	7,411	–	–	0.72%	28
2023 Q4	$767K	Buy	7,411 +25	+0.3%	+$2.47K	0.68%	31
2023 Q3	$672K	Hold	7,386	–	–	0.68%	32
2023 Q2	$598K	Buy	7,386 +150	+2%	+$12.3K	0.59%	37
2023 Q1	$576K	Hold	7,236	–	–	0.61%	35
2022 Q4	$490K	Hold	7,236	–	–	0.51%	41
2022 Q3	$360K	Hold	7,236	–	–	0.41%	49
2022 Q2	$403K	Hold	7,236	–	–	0.42%	48
2022 Q1	$402K	Hold	7,236	–	–	0.3%	57
2021 Q4	$405K	Sell	7,236 -216	-3%	-$11.7K	0.29%	53
2021 Q3	$358K	Hold	7,452	–	–	0.27%	56
2021 Q2	$312K	Buy	7,452 +216	+3%	+$8.37K	0.24%	62
2021 Q1	$244K	Hold	7,236	–	–	0.2%	77
2020 Q4	$253K	Hold	7,236	–	–	0.23%	71
2020 Q3	$251K	Hold	7,236	–	–	0.26%	62
2020 Q2	$237K	Hold	7,236	–	–	0.27%	62
2020 Q1	$218K	Hold	7,236	–	–	0.25%	68
2019 Q4	$209K	Buy	+7,236	New	+$200K	0.2%	90

Other funds holding NVO

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

GIM

Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

LifeSteps Financial's NVO Position: Q2 2026 in Review

LifeSteps Financial reduced its Novo Nordisk (NVO) stake by 0.15% in Q2 2026, selling an estimated $473 and leaving 7,446 shares worth $357K. The position accounts for 0.17% of the portfolio, ranked #72.

LifeSteps Financial first reported a position in NVO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.06M in Q2 2024. 528 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

LifeSteps Financial held 7,446 shares of Novo Nordisk worth $357K as of Q2 2026.
LifeSteps Financial sold 11 Novo Nordisk shares in Q2 2026, an estimated $473.
Novo Nordisk made up 0.17% of LifeSteps Financial's portfolio in Q2 2026, its #72 holding.
LifeSteps Financial first reported a position in Novo Nordisk in Q4 2019 and has held it in 27 quarters since.
LifeSteps Financial's Novo Nordisk position peaked at $1.06M in Q2 2024.
528 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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