NFSG
NVO

Newbridge Financial Services Group’s Novo Nordisk NVO Stock Holding History

Newbridge Financial Services 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 		$134K Sell
2,803
-1,924
-41% -$82.7K 0.02% 296
2026
Q1 		$174K Buy
4,727
+2,625
+125% +$124K 0.03% 234
2025
Q4 		$107K Hold
2,102
– – 0.02% 311
2025
Q3 		$117K Buy
2,102
+1,845
+718% +$108K 0.02% 369
2025
Q2 		$17.7K Buy
257
+10
+4% +$680 ﹤0.01% 751
2025
Q1 		$17.2K Sell
247
-301
-55% -$24.9K ﹤0.01% 577
2024
Q4 		$47.1K Sell
548
-19,642
-97% -$2.12M 0.01% 419
2024
Q3 		$2.4M Buy
20,190
+3,242
+19% +$432K 0.84% 30
2024
Q2 		$2.42M Buy
16,948
+4,233
+33% +$561K 0.9% 22
2024
Q1 		$1.63M Buy
12,715
+8,325
+190% +$991K 0.71% 24
2023
Q4 		$454K Buy
4,390
+3,903
+801% +$386K 0.22% 104
2023
Q3 		$44.3K Sell
487
-89
-15% -$7.84K 0.02% 434
2023
Q2 		$46.6K Buy
576
+288
+100% +$23.5K 0.02% 476
2023
Q1 		$22.9K Hold
288
– – 0.01% 666
2022
Q4 		$19.5K Hold
288
– – 0.01% 725
2022
Q3 		$14K Hold
288
– – 0.01% 796
2022
Q2 		$16K Hold
288
– – 0.01% 725
2022
Q1 		$16K Buy
288
+200
+227% +$10.3K 0.01% 789
2021
Q4 		$5K Hold
88
– – ﹤0.01% 1077
2021
Q3 		$4K Buy
88
+2
+2% +$97 ﹤0.01% 1068
2021
Q2 		$4K Hold
86
– – ﹤0.01% 1173
2021
Q1 		$3K Buy
+86
New +$3.06K ﹤0.01% 1128

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

Newbridge Financial Services Group's NVO Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Novo Nordisk (NVO) stake by 41% in Q2 2026, selling an estimated $82.7K and leaving 2,803 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #296.

Newbridge Financial Services Group first reported a position in NVO in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.42M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Newbridge Financial Services Group held 2,803 shares of Novo Nordisk worth $134K as of Q2 2026.
  • Newbridge Financial Services Group sold 1,924 Novo Nordisk shares in Q2 2026, an estimated $82.7K.
  • Novo Nordisk made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #296 holding.
  • Newbridge Financial Services Group first reported a position in Novo Nordisk in Q1 2021 and has held it in 22 quarters since.
  • Newbridge Financial Services Group's Novo Nordisk position peaked at $2.42M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.