Merit Financial Group’s Novo Nordisk NVO Stock Holding History

Merit 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	$2.62M	Buy	54,673 +10,639	+24%	+$457K	0.02%	632
2026 Q1	$1.62M	Buy	44,034 +995	+2%	+$47.1K	0.01%	771
2025 Q4	$2.19M	Buy	43,039 +22,844	+113%	+$1.17M	0.02%	611
2025 Q3	$1.12M	Sell	20,195 -40,415	-67%	-$2.37M	0.01%	809
2025 Q2	$4.18M	Buy	60,610 +41,633	+219%	+$2.83M	0.05%	323
2025 Q1	$1.32M	Sell	18,977 -263	-1%	-$21.7K	0.02%	556
2024 Q4	$1.65M	Buy	19,240 +10,550	+121%	+$1.14M	0.03%	394
2024 Q3	$1.03M	Sell	8,690 -4,706	-35%	-$628K	0.02%	419
2024 Q2	$1.91M	Sell	13,396 -506	-4%	-$67.1K	0.04%	276
2024 Q1	$1.71M	Buy	13,902 +6,495	+88%	+$773K	0.04%	286
2023 Q4	$766K	Buy	7,407 +3,002	+68%	+$297K	0.02%	379
2023 Q3	$401K	Buy	4,405 +1,075	+32%	+$94.7K	0.01%	508
2023 Q2	$270K	Buy	+3,330	New	+$272K	0.01%	621

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Merit Financial Group increased its Novo Nordisk (NVO) stake by 24% in Q2 2026, buying an estimated $457K and bringing the position to 54,673 shares worth $2.62M. The position accounts for 0.02% of the portfolio, ranked #632.

Merit Financial Group first reported a position in NVO in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.18M in Q2 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Merit Financial Group held 54,673 shares of Novo Nordisk worth $2.62M as of Q2 2026.
Merit Financial Group bought 10,639 Novo Nordisk shares in Q2 2026, an estimated $457K.
Novo Nordisk made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #632 holding.
Merit Financial Group first reported a position in Novo Nordisk in Q2 2023 and has held it in 13 quarters since.
Merit Financial Group's Novo Nordisk position peaked at $4.18M in Q2 2025.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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