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 Q3	$225K	Buy	5,925 +82	+1%	+$3.78K	0.11%	106
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 $187B AUM 13.73% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.71B AUM 69.59% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Prospect Financial Services's NVO Position: Q3 2026 in Review

Prospect Financial Services increased its Novo Nordisk (NVO) stake by 1.4% in Q3 2026, buying an estimated $3.78K and bringing the position to 5,925 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #106.

Prospect Financial Services first reported a position in NVO in Q4 2023 and has held it in 7 quarters since. The position peaked at $302K in Q1 2024. 1,061 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

Prospect Financial Services held 5,925 shares of Novo Nordisk worth $225K as of Q3 2026.
Prospect Financial Services bought 82 Novo Nordisk shares in Q3 2026, an estimated $3.78K.
Novo Nordisk made up 0.11% of Prospect Financial Services's portfolio in Q3 2026, its #106 holding.
Prospect Financial Services first reported a position in Novo Nordisk in Q4 2023 and has held it in 7 quarters since.
Prospect Financial Services's Novo Nordisk position peaked at $302K in Q1 2024.
1,061 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Prospect Financial Services's 13F filing for Q3 2026, filed 13 Nov 2026.