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
-1,200
Closed -$44.1K – 628
2026
Q1 		$44.1K Buy
+1,200
New +$56.9K ﹤0.01% 694

Other funds holding NVO

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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. 1,041 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.
  • 1,041 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.