MFGM
NVO

Marshall Financial Group (Maryland)’s Novo Nordisk NVO Stock Holding History

Marshall Financial Group (Maryland)’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 		$269K Sell
5,607
-29,354
-84% -$1.26M 0.04% 271
2026
Q1 		$1.28M Buy
34,961
+3,272
+10% +$155K 0.21% 89
2025
Q4 		$1.61M Buy
31,689
+27,782
+711% +$1.42M 0.31% 69
2025
Q3 		$217K Sell
3,907
-25
-0.6% -$1.46K 0.04% 244
2025
Q2 		$273K Sell
3,932
-980
-20% -$66.7K 0.05% 217
2025
Q1 		$341K Sell
4,912
-1,373
-22% -$113K 0.07% 183
2024
Q4 		$541K Sell
6,285
-7,228
-53% -$782K 0.13% 148
2024
Q3 		$1.61M Hold
13,513
– – 0.38% 62
2024
Q2 		$1.93M Sell
13,513
-440
-3% -$58.3K 0.54% 45
2024
Q1 		$1.79M Buy
13,953
+702
+5% +$83.6K 0.52% 55
2023
Q4 		$1.37M Sell
13,251
-654
-5% -$64.7K 0.44% 59
2023
Q3 		$1.26M Sell
13,905
-171
-1% -$15.1K 0.46% 57
2023
Q2 		$1.14M Buy
14,076
+164
+1% +$13.4K 0.39% 63
2023
Q1 		$1.11M Sell
13,912
-6,040
-30% -$428K 0.4% 58
2022
Q4 		$1.35M Sell
19,952
-176
-0.9% -$10.3K 0.52% 59
2022
Q3 		$1M Sell
20,128
-158
-0.8% -$8.46K 0.42% 65
2022
Q2 		$1.13M Sell
20,286
-4,280
-17% -$238K 0.45% 62
2022
Q1 		$1.36M Buy
24,566
+94
+0.4% +$4.82K 0.56% 52
2021
Q4 		$1.37M Sell
24,472
-2,912
-11% -$158K 0.5% 61
2021
Q3 		$1.31M Buy
27,384
+790
+3% +$38.2K 0.68% 35
2021
Q2 		$1.11M Sell
26,594
-2,662
-9% -$103K 0.6% 45
2021
Q1 		$986K Buy
29,256
+1,610
+6% +$57.3K 0.59% 71
2020
Q4 		$966K Buy
+27,646
New +$956K 0.63% 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

Marshall Financial Group (Maryland)'s NVO Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Novo Nordisk (NVO) stake by 84% in Q2 2026, selling an estimated $1.26M and leaving 5,607 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #271.

Marshall Financial Group (Maryland) first reported a position in NVO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.93M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Marshall Financial Group (Maryland) held 5,607 shares of Novo Nordisk worth $269K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 29,354 Novo Nordisk shares in Q2 2026, an estimated $1.26M.
  • Novo Nordisk made up 0.04% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #271 holding.
  • Marshall Financial Group (Maryland) first reported a position in Novo Nordisk in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Novo Nordisk position peaked at $1.93M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.