Root Financial Partners
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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
Q3 		$32.1K Buy
+847
New +$39K ﹤0.01% 1309
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

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Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's NVO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Novo Nordisk (NVO) in Q3 2026: 847 shares worth $32.1K. The stake represents ﹤0.01% of the portfolio and ranks #1309 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NVO as recently as Q1 2026.

Root Financial Partners first reported a position in NVO in Q3 2025 and has held it in 4 quarters since. The position peaked at $45.3K in Q3 2025. 923 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Root Financial Partners held 847 shares of Novo Nordisk worth $32.1K as of Q3 2026.
  • Novo Nordisk was a new Root Financial Partners position in Q3 2026.
  • Novo Nordisk made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1309 holding.
  • Root Financial Partners first reported a position in Novo Nordisk in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Novo Nordisk position peaked at $45.3K in Q3 2025.
  • 923 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.