RF
NVO

Roxbury Financial’s Novo Nordisk NVO Stock Holding History

Roxbury Financial’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
-500
Closed -$18.4K – 423
2026
Q1 		$18.4K Buy
500
+100
+25% +$4.74K 0.02% 265
2025
Q4 		$20.4K Hold
400
– – 0.02% 254
2025
Q3 		$22.2K Buy
+400
New +$23.4K 0.02% 241

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Roxbury Financial's NVO Position: Q2 2026 in Review

Roxbury Financial sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 500 shares — an estimated $18.4K sold.

Roxbury Financial first reported a position in NVO in Q3 2025 and held it in 3 quarters. The position peaked at $22.2K in Q3 2025. 583 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Roxbury Financial reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Roxbury Financial sold 500 Novo Nordisk shares in Q2 2026, an estimated $18.4K.
  • Roxbury Financial first reported a position in Novo Nordisk in Q3 2025 and held it in 3 quarters.
  • Roxbury Financial's Novo Nordisk position peaked at $22.2K in Q3 2025.
  • 583 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.