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
2024
Q2 		– Sell
-31,800
Closed -$4.08K – 412
2024
Q1 		$4.08K Buy
+31,800
New +$3.79M ﹤0.01% 414

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. 1,355 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.
  • 1,355 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.