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NVO

Root Financial Partners’s Novo Nordisk NVO Stock Holding History

Root Financial Partners’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 		– Sell
-697
Closed -$25.6K – 2243
2026
Q1 		$25.6K Sell
697
-140
-17% -$6.63K ﹤0.01% 1189
2025
Q4 		$42.6K Buy
837
+21
+3% +$1.07K ﹤0.01% 780
2025
Q3 		$45.3K Buy
+816
New +$47.8K ﹤0.01% 702

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

Root Financial Partners's NVO Position: Q2 2026 in Review

Root Financial Partners sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 697 shares — an estimated $25.6K sold.

Root Financial Partners first reported a position in NVO in Q3 2025 and held it in 3 quarters. The position peaked at $45.3K in Q3 2025. 516 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Root Financial Partners reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 697 Novo Nordisk shares in Q2 2026, an estimated $25.6K.
  • Root Financial Partners first reported a position in Novo Nordisk in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Novo Nordisk position peaked at $45.3K in Q3 2025.
  • 516 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.