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 Q2	–	Sell	-10,168	Closed	-$374K	–	314
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 $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

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

Oxford Financial Group sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 10,168 shares — an estimated $374K sold.

Oxford Financial Group first reported a position in NVO in Q2 2023 and held it in 11 quarters. The position peaked at $568K in Q2 2024. 1,354 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Oxford Financial Group reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
Oxford Financial Group sold 10,168 Novo Nordisk shares in Q2 2026, an estimated $374K.
Oxford Financial Group first reported a position in Novo Nordisk in Q2 2023 and held it in 11 quarters.
Oxford Financial Group's Novo Nordisk position peaked at $568K in Q2 2024.
1,354 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.