RPCONE
NVO

Retirement Planning Company of New England’s Novo Nordisk NVO Stock Holding History

Retirement Planning Company of New England’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 		$678K Buy
14,140
+454
+3% +$19.5K 0.24% 113
2026
Q1 		$503K Buy
13,686
+1,993
+17% +$94.4K 0.2% 128
2025
Q4 		$595K Sell
11,693
-791
-6% -$40.4K 0.24% 109
2025
Q3 		$693K Buy
12,484
+1,423
+13% +$83.3K 0.28% 98
2025
Q2 		$763K Buy
11,061
+460
+4% +$31.3K 0.34% 89
2025
Q1 		$736K Buy
10,601
+552
+5% +$45.6K 0.37% 82
2024
Q4 		$864K Buy
10,049
+525
+6% +$56.8K 0.42% 63
2024
Q3 		$1.13M Sell
9,524
-955
-9% -$127K 0.56% 47
2024
Q2 		$1.5M Sell
10,479
-9
-0.1% -$1.19K 0.81% 32
2024
Q1 		$1.35M Sell
10,488
-411
-4% -$48.9K 0.74% 34
2023
Q4 		$1.13M Buy
10,899
+802
+8% +$79.3K 0.51% 57
2023
Q3 		$918K Sell
10,097
-2,063
-17% -$182K 0.51% 61
2023
Q2 		$984K Buy
12,160
+12
+0.1% +$980 0.57% 54
2023
Q1 		$967K Sell
12,148
-242
-2% -$17.2K 0.59% 52
2022
Q4 		$838K Buy
12,390
+2
+0% +$117 0.55% 60
2022
Q3 		$617K Buy
12,388
+20
+0.2% +$1.07K 0.45% 75
2022
Q2 		$689K Sell
12,368
-14
-0.1% -$777 0.47% 71
2022
Q1 		$687K Hold
12,382
– – 0.39% 78
2021
Q4 		$693K Buy
+12,382
New +$671K 0.34% 81

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Retirement Planning Company of New England's NVO Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Novo Nordisk (NVO) stake by 3.3% in Q2 2026, buying an estimated $19.5K and bringing the position to 14,140 shares worth $678K. The position accounts for 0.24% of the portfolio, ranked #113.

Retirement Planning Company of New England first reported a position in NVO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.5M in Q2 2024. 971 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Retirement Planning Company of New England held 14,140 shares of Novo Nordisk worth $678K as of Q2 2026.
  • Retirement Planning Company of New England bought 454 Novo Nordisk shares in Q2 2026, an estimated $19.5K.
  • Novo Nordisk made up 0.24% of Retirement Planning Company of New England's portfolio in Q2 2026, its #113 holding.
  • Retirement Planning Company of New England first reported a position in Novo Nordisk in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Novo Nordisk position peaked at $1.5M in Q2 2024.
  • 971 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.