PSFG
NVO

Park Square Financial Group’s Novo Nordisk NVO Stock Holding History

Park Square 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 		– Sell
-81
Closed -$6.97K – 302
2025
Q4 		$6.97K Buy
+81
New +$4.14K 0.04% 176
2025
Q3 		– Sell
-300
Closed -$20.7K – 722
2025
Q2 		$20.7K Sell
300
-9
-3% -$612 0.02% 449
2025
Q1 		$21.5K Sell
309
-29
-9% -$2.4K 0.02% 423
2024
Q4 		$29.1K Buy
+338
New +$36.6K 0.02% 358

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Park Square Financial Group's NVO Position: Q1 2026 in Review

Park Square Financial Group sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 81 shares — an estimated $6.97K sold.

Park Square Financial Group first reported a position in NVO in Q4 2024 and held it in 4 quarters. The position peaked at $29.1K in Q4 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Park Square Financial Group reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Park Square Financial Group sold 81 Novo Nordisk shares in Q1 2026, an estimated $6.97K.
  • Park Square Financial Group first reported a position in Novo Nordisk in Q4 2024 and held it in 4 quarters.
  • Park Square Financial Group's Novo Nordisk position peaked at $29.1K in Q4 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

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