Oxford Financial Group’s Novo Nordisk NVO Stock Holding History

Oxford 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 Q1	$374K	Buy	10,168 +5,838	+135%	+$277K	0.02%	191
2025 Q4	$220K	Buy	+4,330	New	+$221K	0.01%	222
2025 Q3	–	Sell	-3,030	Closed	-$209K	–	283
2025 Q2	$209K	Sell	3,030 -620	-17%	-$42.2K	0.01%	206
2025 Q1	$253K	Buy	3,650 +60	+2%	+$4.96K	0.02%	189
2024 Q4	$309K	Sell	3,590 -310	-8%	-$33.5K	0.02%	200
2024 Q3	$464K	Sell	3,900 -80	-2%	-$10.7K	0.03%	151
2024 Q2	$568K	Buy	3,980 +910	+30%	+$121K	0.04%	135
2024 Q1	$394K	Sell	3,070 -11	-0.4%	-$1.31K	0.03%	154
2023 Q4	$319K	Buy	3,081 +51	+2%	+$5.04K	0.02%	177
2023 Q3	$276K	Sell	3,030 -2,516	-45%	-$222K	0.02%	179
2023 Q2	$449K	Buy	+5,546	New	+$453K	0.04%	144

Other funds holding NVO

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Oxford Financial Group's NVO Position: Q1 2026 in Review

Oxford Financial Group increased its Novo Nordisk (NVO) stake by 135% in Q1 2026, buying an estimated $277K and bringing the position to 10,168 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #191.

Oxford Financial Group first reported a position in NVO in Q2 2023 and has held it in 11 quarters since. The position peaked at $568K in Q2 2024. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Oxford Financial Group held 10,168 shares of Novo Nordisk worth $374K as of Q1 2026.
Oxford Financial Group bought 5,838 Novo Nordisk shares in Q1 2026, an estimated $277K.
Novo Nordisk made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #191 holding.
Oxford Financial Group first reported a position in Novo Nordisk in Q2 2023 and has held it in 11 quarters since.
Oxford Financial Group's Novo Nordisk position peaked at $568K in Q2 2024.
1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.