SFS
NVO

Security Financial Services’s Novo Nordisk NVO Stock Holding History

Security 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
Q1 		– Sell
-7,489
Closed -$381K – 224
2025
Q4 		$381K Sell
7,489
-516
-6% -$26.4K 0.06% 158
2025
Q3 		$444K Buy
8,005
+1,790
+29% +$105K 0.07% 134
2025
Q2 		$429K Buy
6,215
+1,212
+24% +$82.4K 0.08% 126
2025
Q1 		$347K Buy
5,003
+1,631
+48% +$135K 0.07% 129
2024
Q4 		$290K Buy
3,372
+159
+5% +$17.2K 0.06% 139
2024
Q3 		$383K Buy
3,213
+146
+5% +$19.5K 0.08% 111
2024
Q2 		$438K Sell
3,067
-7
-0.2% -$928 0.1% 107
2024
Q1 		$395K Buy
3,074
+695
+29% +$82.7K 0.09% 116
2023
Q4 		$246K Buy
2,379
+28
+1% +$2.77K 0.06% 148
2023
Q3 		$214K Sell
2,351
-161
-6% -$14.2K 0.06% 153
2023
Q2 		$203K Sell
2,512
-592
-19% -$48.4K 0.06% 149
2023
Q1 		$247K Buy
+3,104
New +$220K 0.08% 125

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Security Financial Services's NVO Position: Q1 2026 in Review

Security Financial Services sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 7,489 shares — an estimated $381K sold.

Security Financial Services first reported a position in NVO in Q1 2023 and held it in 12 quarters. The position peaked at $444K in Q3 2025. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Security Financial Services reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Security Financial Services sold 7,489 Novo Nordisk shares in Q1 2026, an estimated $381K.
  • Security Financial Services first reported a position in Novo Nordisk in Q1 2023 and held it in 12 quarters.
  • Security Financial Services's Novo Nordisk position peaked at $444K in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Security Financial Services's 13F filing for Q1 2026, filed 27 May 2026.