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 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Phoenix Financial's NVO Position: Q1 2026 in Review

Phoenix Financial reduced its Novo Nordisk (NVO) stake by 16% in Q1 2026, selling an estimated $919K and leaving 102,762 shares worth $3.68M. The position accounts for 0.03% of the portfolio, ranked #138.

Phoenix Financial first reported a position in NVO in Q1 2023 and has held it in 11 quarters since. The position peaked at $6.21M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Phoenix Financial held 102,762 shares of Novo Nordisk worth $3.68M as of Q1 2026.
Phoenix Financial sold 19,392 Novo Nordisk shares in Q1 2026, an estimated $919K.
Novo Nordisk made up 0.03% of Phoenix Financial's portfolio in Q1 2026, its #138 holding.
Phoenix Financial first reported a position in Novo Nordisk in Q1 2023 and has held it in 11 quarters since.
Phoenix Financial's Novo Nordisk position peaked at $6.21M in Q4 2025.
1,276 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.