Prospect Financial Services’s Novo Nordisk NVO Stock Holding History

Prospect Financial Services’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	$280K	Buy	+5,843	New	+$251K	0.14%	90
2025 Q1	–	Sell	-2,667	Closed	-$229K	–	119
2024 Q4	$229K	Buy	2,667 +965	+57%	+$104K	0.13%	101
2024 Q3	$203K	Sell	1,702 -200	-11%	-$26.7K	0.13%	101
2024 Q2	$271K	Sell	1,902 -453	-19%	-$60K	0.21%	63
2024 Q1	$302K	Buy	2,355 +13	+0.6%	+$1.55K	0.25%	59
2023 Q4	$242K	Buy	+2,342	New	+$232K	0.24%	61

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

Prospect Financial Services's NVO Position: Q2 2026 in Review

Prospect Financial Services opened a new position in Novo Nordisk (NVO) in Q2 2026: 5,843 shares worth $280K. The stake represents 0.14% of the portfolio and ranks #90 among its holdings. This is a return to the name: Prospect Financial Services previously reported a position in NVO as recently as Q4 2024.

Prospect Financial Services first reported a position in NVO in Q4 2023 and has held it in 6 quarters since. The position peaked at $302K in Q1 2024. 1,354 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Prospect Financial Services held 5,843 shares of Novo Nordisk worth $280K as of Q2 2026.
Novo Nordisk was a new Prospect Financial Services position in Q2 2026.
Novo Nordisk made up 0.14% of Prospect Financial Services's portfolio in Q2 2026, its #90 holding.
Prospect Financial Services first reported a position in Novo Nordisk in Q4 2023 and has held it in 6 quarters since.
Prospect Financial Services's Novo Nordisk position peaked at $302K in Q1 2024.
1,354 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.