PFGIA
NVO

Patriot Financial Group Insurance Agency’s Novo Nordisk NVO Stock Holding History

Patriot Financial Group Insurance Agency’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
-20,474
Closed -$752K – 629
2026
Q1 		$752K Buy
+20,474
New +$970K 0.04% 355
2025
Q3 		– Sell
-8,070
Closed -$557K – 556
2025
Q2 		$557K Buy
8,070
+116
+1% +$7.89K 0.06% 293
2025
Q1 		$552K Sell
7,954
-2,635
-25% -$218K 0.07% 276
2024
Q4 		$911K Sell
10,589
-1,879
-15% -$203K 0.12% 190
2024
Q3 		$1.48M Sell
12,468
-1,936
-13% -$258K 0.2% 120
2024
Q2 		$2.06M Buy
14,404
+3,375
+31% +$447K 0.3% 73
2024
Q1 		$1.42M Buy
11,029
+2,015
+22% +$240K 0.23% 107
2023
Q4 		$932K Buy
9,014
+3,492
+63% +$345K 0.18% 141
2023
Q3 		$502K Sell
5,522
-4,152
-43% -$366K 0.1% 232
2023
Q2 		$783K Sell
9,674
-1,008
-9% -$82.3K 0.15% 165
2023
Q1 		$850K Buy
10,682
+92
+0.9% +$6.52K 0.17% 137
2022
Q4 		$717K Sell
10,590
-1,074
-9% -$63K 0.1% 149
2022
Q3 		$581K Sell
11,664
-976
-8% -$52.3K 0.14% 176
2022
Q2 		$704K Sell
12,640
-354
-3% -$19.6K 0.14% 149
2022
Q1 		$721K Buy
12,994
+800
+7% +$41.1K 0.13% 178
2021
Q4 		$683K Buy
12,194
+1,300
+12% +$70.4K 0.11% 187
2021
Q3 		$523K Buy
10,894
+9,854
+948% +$476K 0.09% 226
2021
Q2 		$44K Hold
1,040
– – 0.01% 884
2021
Q1 		$35K Buy
1,040
+124
+14% +$4.42K 0.01% 896
2020
Q4 		$32K Hold
916
– – 0.01% 830
2020
Q3 		$32K Hold
916
– – 0.01% 651
2020
Q2 		$30K Sell
916
-76
-8% -$2.42K 0.01% 638
2020
Q1 		$30K Buy
+992
New +$29.5K 0.01% 565
2018
Q2 		– Sell
-398
Closed -$10K – 816
2018
Q1 		$10K Hold
398
– – 0.01% 598
2017
Q4 		$11K Hold
398
– – 0.01% 574
2017
Q3 		$10K Hold
398
– – 0.01% 553
2017
Q2 		$8K Hold
398
– – 0.01% 580
2017
Q1 		$7K Hold
398
– – 0.01% 565
2016
Q4 		$7K Buy
+398
New +$7.21K 0.01% 522

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

Patriot Financial Group Insurance Agency's NVO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 20,474 shares — an estimated $752K sold.

Patriot Financial Group Insurance Agency first reported a position in NVO in Q4 2016 and held it in 29 quarters. The position peaked at $2.06M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 20,474 Novo Nordisk shares in Q2 2026, an estimated $752K.
  • Patriot Financial Group Insurance Agency first reported a position in Novo Nordisk in Q4 2016 and held it in 29 quarters.
  • Patriot Financial Group Insurance Agency's Novo Nordisk position peaked at $2.06M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.