PF
NVO

Phoenix Financial’s Novo Nordisk NVO Stock Holding History

Phoenix Financial’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 		$7.58M Buy
158,343
+55,581
+54% +$2.39M 0.05% 109
2026
Q1 		$3.68M Sell
102,762
-19,392
-16% -$919K 0.03% 138
2025
Q4 		$6.21M Buy
122,154
+15,608
+15% +$798K 0.07% 117
2025
Q3 		$5.91M Buy
106,546
+52,168
+96% +$3.05M 0.07% 117
2025
Q2 		$3.77M Buy
54,378
+21,247
+64% +$1.45M 0.05% 148
2025
Q1 		$2.31M Buy
33,131
+13,991
+73% +$1.16M 0.04% 172
2024
Q4 		$1.65M Buy
19,140
+5,220
+38% +$564K 0.02% 193
2024
Q3 		$1.66M Sell
13,920
-702
-5% -$93.6K 0.02% 195
2024
Q2 		$2.11M Buy
+14,622
New +$1.94M 0.03% 180
2024
Q1 		– Sell
-6,182
Closed -$736K – 459
2023
Q4 		$639K Buy
6,182
+428
+7% +$42.3K 0.01% 231
2023
Q3 		$529K Buy
+5,754
New +$507K 0.01% 255
2023
Q2 		– Sell
-5,200
Closed -$407K – 352
2023
Q1 		$407K Buy
+5,200
New +$369K 0.01% 226

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

Phoenix Financial's NVO Position: Q2 2026 in Review

Phoenix Financial increased its Novo Nordisk (NVO) stake by 54% in Q2 2026, buying an estimated $2.39M and bringing the position to 158,343 shares worth $7.58M. The position accounts for 0.05% of the portfolio, ranked #109.

Phoenix Financial first reported a position in NVO in Q1 2023 and has held it in 12 quarters since. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Phoenix Financial held 158,343 shares of Novo Nordisk worth $7.58M as of Q2 2026.
  • Phoenix Financial bought 55,581 Novo Nordisk shares in Q2 2026, an estimated $2.39M.
  • Novo Nordisk made up 0.05% of Phoenix Financial's portfolio in Q2 2026, its #109 holding.
  • Phoenix Financial first reported a position in Novo Nordisk in Q1 2023 and has held it in 12 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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