SFMG Wealth Advisors’s Novo Nordisk NVO Stock Holding History

SFMG Wealth Advisors’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	$5.81M	Buy	121,108 +1,334	+1%	+$57.3K	0.35%	37
2026 Q1	$4.4M	Buy	119,774 +3,757	+3%	+$178K	0.3%	48
2025 Q4	$5.9M	Buy	116,017 +5,657	+5%	+$289K	0.4%	37
2025 Q3	$6.12M	Buy	110,360 +6,945	+7%	+$407K	0.42%	36
2025 Q2	$7.14M	Buy	+103,415	New	+$7.03M	0.54%	28
2024 Q4	–	Sell	-1,815	Closed	-$216K	–	285
2024 Q3	$216K	Buy	1,815 +237	+15%	+$31.6K	0.02%	240
2024 Q2	$225K	Sell	1,578 -93	-6%	-$12.3K	0.02%	226
2024 Q1	$215K	Buy	+1,671	New	+$199K	0.02%	240

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

SFMG Wealth Advisors's NVO Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Novo Nordisk (NVO) stake by 1.1% in Q2 2026, buying an estimated $57.3K and bringing the position to 121,108 shares worth $5.81M. The position accounts for 0.35% of the portfolio, ranked #37.

SFMG Wealth Advisors first reported a position in NVO in Q1 2024 and has held it in 8 quarters since. The position peaked at $7.14M in Q2 2025. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

SFMG Wealth Advisors held 121,108 shares of Novo Nordisk worth $5.81M as of Q2 2026.
SFMG Wealth Advisors bought 1,334 Novo Nordisk shares in Q2 2026, an estimated $57.3K.
Novo Nordisk made up 0.35% of SFMG Wealth Advisors's portfolio in Q2 2026, its #37 holding.
SFMG Wealth Advisors first reported a position in Novo Nordisk in Q1 2024 and has held it in 8 quarters since.
SFMG Wealth Advisors's Novo Nordisk position peaked at $7.14M in Q2 2025.
1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.