LFG
NVO

Lockerman Financial Group’s Novo Nordisk NVO Stock Holding History

Lockerman Financial Group’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 		$273K Hold
5,692
– – 0.42% 72
2026
Q1 		$209K Sell
5,692
-283
-5% -$13.4K 0.38% 84
2025
Q4 		$304K Hold
5,975
– – 0.58% 54
2025
Q3 		$332K Sell
5,975
-81
-1% -$4.74K 0.42% 77
2025
Q2 		$418K Buy
+6,056
New +$412K 0.56% 53
2024
Q2 		– Sell
-2,468
Closed -$317K – 111
2024
Q1 		$317K Buy
+2,468
New +$294K 0.61% 50

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

Lockerman Financial Group's NVO Position: Q2 2026 in Review

Lockerman Financial Group held its Novo Nordisk (NVO) position steady in Q2 2026 at 5,692 shares worth $273K. The position accounts for 0.42% of the portfolio, ranked #72.

Lockerman Financial Group first reported a position in NVO in Q1 2024 and has held it in 6 quarters since. The position peaked at $418K in Q2 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Lockerman Financial Group held 5,692 shares of Novo Nordisk worth $273K as of Q2 2026.
  • Lockerman Financial Group left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up 0.42% of Lockerman Financial Group's portfolio in Q2 2026, its #72 holding.
  • Lockerman Financial Group first reported a position in Novo Nordisk in Q1 2024 and has held it in 6 quarters since.
  • Lockerman Financial Group's Novo Nordisk position peaked at $418K in Q2 2025.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.