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 $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

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. 1,273 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.
  • 1,273 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.