Sargent Investment Group’s Novo Nordisk NVO Stock Holding History

Sargent Investment Group’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	$217K	Buy	+4,524	New	+$194K	0.03%	257
2026 Q1	–	Sell	-4,776	Closed	-$243K	–	276
2025 Q4	$243K	Buy	+4,776	New	+$244K	0.03%	228
2025 Q3	–	Sell	-7,776	Closed	-$353K	–	194
2025 Q2	$353K	Sell	7,776 -206	-3%	-$14K	0.05%	180
2025 Q1	$554K	Buy	+7,982	New	+$659K	0.09%	140
2024 Q4	–	Sell	-1,776	Closed	-$211K	–	247
2024 Q3	$211K	Hold	1,776	–	–	0.04%	202
2024 Q2	$254K	Hold	1,776	–	–	0.05%	181
2024 Q1	$228K	Sell	1,776 -1,000	-36%	-$119K	0.05%	181
2023 Q4	$287K	Hold	2,776	–	–	0.06%	171
2023 Q3	$252K	Buy	2,776 +176	+7%	+$15.5K	0.06%	170
2023 Q2	$210K	Hold	2,600	–	–	0.05%	180
2023 Q1	$207K	Sell	2,600 -400	-13%	-$28.4K	0.05%	180
2022 Q4	$203K	Buy	+3,000	New	+$176K	0.06%	176

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

Sargent Investment Group's NVO Position: Q2 2026 in Review

Sargent Investment Group opened a new position in Novo Nordisk (NVO) in Q2 2026: 4,524 shares worth $217K. The stake represents 0.03% of the portfolio and ranks #257 among its holdings. This is a return to the name: Sargent Investment Group previously reported a position in NVO as recently as Q4 2025.

Sargent Investment Group first reported a position in NVO in Q4 2022 and has held it in 12 quarters since. The position peaked at $554K in Q1 2025. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Sargent Investment Group held 4,524 shares of Novo Nordisk worth $217K as of Q2 2026.
Novo Nordisk was a new Sargent Investment Group position in Q2 2026.
Novo Nordisk made up 0.03% of Sargent Investment Group's portfolio in Q2 2026, its #257 holding.
Sargent Investment Group first reported a position in Novo Nordisk in Q4 2022 and has held it in 12 quarters since.
Sargent Investment Group's Novo Nordisk position peaked at $554K in Q1 2025.
1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.