PlanVest Financial’s Novo Nordisk NVO Stock Holding History

PlanVest 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	$4.03K	Hold	84	–	–	﹤0.01%	476
2026 Q1	$3.09K	Buy	+84	New	+$3.98K	﹤0.01%	461

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PlanVest Financial's NVO Position: Q2 2026 in Review

PlanVest Financial held its Novo Nordisk (NVO) position steady in Q2 2026 at 84 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

PlanVest Financial first reported a position in NVO in Q1 2026 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

PlanVest Financial held 84 shares of Novo Nordisk worth $4.03K as of Q2 2026.
PlanVest Financial left its Novo Nordisk share count unchanged in Q2 2026.
Novo Nordisk made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #476 holding.
PlanVest Financial first reported a position in Novo Nordisk in Q1 2026 and has held it in 2 quarters since.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.