PFG
NVO

PAX Financial Group’s Novo Nordisk NVO Stock Holding History

PAX 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 		$512K Buy
13,940
+6,487
+87% +$307K 0.09% 120
2025
Q4 		$379K Sell
7,453
-889
-11% -$45.5K 0.07% 158
2025
Q3 		$463K Buy
8,342
+1,114
+15% +$65.2K 0.08% 146
2025
Q2 		$499K Sell
7,228
-2,891
-29% -$197K 0.1% 144
2025
Q1 		$703K Buy
10,119
+4,719
+87% +$390K 0.12% 133
2024
Q4 		$465K Buy
5,400
+194
+4% +$21K 0.08% 174
2024
Q3 		$620K Sell
5,206
-1,195
-19% -$159K 0.11% 154
2024
Q2 		$914K Sell
6,401
-241
-4% -$31.9K 0.18% 102
2024
Q1 		$853K Sell
6,642
-566
-8% -$67.4K 0.17% 107
2023
Q4 		$853K Sell
7,208
-232
-3% -$22.9K 0.18% 105
2023
Q3 		$677K Sell
7,440
-388
-5% -$34.2K 0.15% 119
2023
Q2 		$633K Sell
7,828
-164
-2% -$13.4K 0.14% 129
2023
Q1 		$636K Sell
7,992
-1,486
-16% -$105K 0.15% 110
2022
Q4 		$641K Sell
9,478
-3,184
-25% -$187K 0.16% 103
2022
Q3 		$631K Sell
12,662
-234
-2% -$12.5K 0.16% 110
2022
Q2 		$719K Sell
12,896
-5,854
-31% -$325K 0.18% 90
2022
Q1 		$1.04M Sell
18,750
-1,054
-5% -$54.1K 0.24% 60
2021
Q4 		$1.11M Sell
19,804
-1,176
-6% -$63.7K 0.25% 59
2021
Q3 		$1.01M Sell
20,980
-856
-4% -$41.4K 0.25% 59
2021
Q2 		$915K Buy
21,836
+1,294
+6% +$50.2K 0.23% 57
2021
Q1 		$692K Buy
20,542
+3,640
+22% +$130K 0.19% 81
2020
Q4 		$590K Buy
16,902
+722
+4% +$25K 0.18% 72
2020
Q3 		$562K Buy
16,180
+1,946
+14% +$64.9K 0.2% 58
2020
Q2 		$466K Buy
14,234
+1,570
+12% +$50.1K 0.18% 66
2020
Q1 		$411K Buy
12,664
+2,912
+30% +$86.7K 0.18% 66
2019
Q4 		$313K Buy
+9,752
New +$270K 0.13% 86

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

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

PAX Financial Group increased its Novo Nordisk (NVO) stake by 87% in Q1 2026, buying an estimated $307K and bringing the position to 13,940 shares worth $512K. The position accounts for 0.09% of the portfolio, ranked #120.

PAX Financial Group first reported a position in NVO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.11M in Q4 2021. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • PAX Financial Group held 13,940 shares of Novo Nordisk worth $512K as of Q1 2026.
  • PAX Financial Group bought 6,487 Novo Nordisk shares in Q1 2026, an estimated $307K.
  • Novo Nordisk made up 0.09% of PAX Financial Group's portfolio in Q1 2026, its #120 holding.
  • PAX Financial Group first reported a position in Novo Nordisk in Q4 2019 and has held it in 26 quarters since.
  • PAX Financial Group's Novo Nordisk position peaked at $1.11M in Q4 2021.
  • 1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.