Richardson Financial Services’s Novo Nordisk NVO Stock Holding History

Richardson 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	$384	Sell	8 -11	-58%	-$473	﹤0.01%	595
2026 Q1	$698	Hold	19	–	–	﹤0.01%	583
2025 Q4	$1.14K	Buy	19 +7	+58%	+$358	﹤0.01%	555
2025 Q3	$666	Sell	12 -174	-94%	-$10.2K	﹤0.01%	493
2025 Q2	$13K	Sell	186 -1,827	-91%	-$124K	0.01%	377
2025 Q1	$140K	Sell	2,013 -4	-0.2%	-$330	0.11%	166
2024 Q4	$173K	Sell	2,017 -995	-33%	-$108K	0.12%	152
2024 Q3	$429K	Buy	3,012 +37	+1%	+$4.93K	0.27%	92
2024 Q2	$425K	Buy	2,975 +228	+8%	+$30.2K	0.31%	88
2024 Q1	$353K	Buy	2,747 +2,378	+644%	+$283K	0.25%	101
2023 Q4	$38.2K	Buy	+369	New	+$36.5K	0.03%	234

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

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

Richardson Financial Services reduced its Novo Nordisk (NVO) stake by 58% in Q2 2026, selling an estimated $473 and leaving 8 shares worth $384. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Richardson Financial Services first reported a position in NVO in Q4 2023 and has held it in 11 quarters since. The position peaked at $429K in Q3 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Richardson Financial Services held 8 shares of Novo Nordisk worth $384 as of Q2 2026.
Richardson Financial Services sold 11 Novo Nordisk shares in Q2 2026, an estimated $473.
Novo Nordisk made up ﹤0.01% of Richardson Financial Services's portfolio in Q2 2026, its #595 holding.
Richardson Financial Services first reported a position in Novo Nordisk in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's Novo Nordisk position peaked at $429K in Q3 2024.
1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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