SFA
NVO

Souders Financial Advisors’s Novo Nordisk NVO Stock Holding History

Souders Financial 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
Q1 		$297K Sell
8,072
-61
-0.8% -$2.89K 0.03% 184
2025
Q4 		$414K Sell
8,133
-1,564
-16% -$80K 0.05% 150
2025
Q3 		$538K Sell
9,697
-3,650
-27% -$214K 0.06% 128
2025
Q2 		$921K Sell
13,347
-4,309
-24% -$293K 0.12% 92
2025
Q1 		$1.23M Sell
17,656
-11,404
-39% -$942K 0.17% 83
2024
Q4 		$2.5M Sell
29,060
-10,699
-27% -$1.16M 0.35% 65
2024
Q3 		$4.73M Buy
39,759
+63
+0.2% +$8.4K 0.66% 41
2024
Q2 		$5.67M Buy
39,696
+230
+0.6% +$30.5K 0.85% 36
2024
Q1 		$5.07M Sell
39,466
-2,473
-6% -$294K 0.8% 36
2023
Q4 		$4.34M Sell
41,939
-584
-1% -$57.8K 0.74% 40
2023
Q3 		$3.87M Sell
42,523
-7,031
-14% -$619K 0.74% 41
2023
Q2 		$4.01M Sell
49,554
-4,568
-8% -$373K 0.77% 39
2023
Q1 		$4.31M Sell
54,122
-334
-0.6% -$23.7K 0.91% 31
2022
Q4 		$3.69M Buy
54,456
+208
+0.4% +$12.2K 0.84% 33
2022
Q3 		$2.7M Sell
54,248
-10,644
-16% -$570K 0.73% 42
2022
Q2 		$3.62M Buy
64,892
+452
+0.7% +$25.1K 1.04% 25
2022
Q1 		$3.58M Buy
64,440
+272
+0.4% +$14K 1.03% 27
2021
Q4 		$3.59M Sell
64,168
-1,548
-2% -$83.9K 1.03% 27
2021
Q3 		$3.15M Buy
65,716
+1,020
+2% +$49.3K 1.02% 30
2021
Q2 		$2.71M Buy
64,696
+1,212
+2% +$47K 0.91% 37
2021
Q1 		$2.14M Buy
63,484
+2,240
+4% +$79.8K 0.84% 42
2020
Q4 		$2.14M Buy
61,244
+1,204
+2% +$41.6K 0.93% 35
2020
Q3 		$2.03M Buy
60,040
+2,372
+4% +$79.1K 0.96% 37
2020
Q2 		$1.89M Buy
57,668
+27,798
+93% +$887K 1.08% 31
2020
Q1 		$899K Buy
+29,870
New +$889K 0.79% 33

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Souders Financial Advisors's NVO Position: Q1 2026 in Review

Souders Financial Advisors reduced its Novo Nordisk (NVO) stake by 0.75% in Q1 2026, selling an estimated $2.89K and leaving 8,072 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #184.

Souders Financial Advisors first reported a position in NVO in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.67M in Q2 2024. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Souders Financial Advisors held 8,072 shares of Novo Nordisk worth $297K as of Q1 2026.
  • Souders Financial Advisors sold 61 Novo Nordisk shares in Q1 2026, an estimated $2.89K.
  • Novo Nordisk made up 0.03% of Souders Financial Advisors's portfolio in Q1 2026, its #184 holding.
  • Souders Financial Advisors first reported a position in Novo Nordisk in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Novo Nordisk position peaked at $5.67M in Q2 2024.
  • 1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.