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
Q2 		$352K Sell
7,339
-733
-9% -$31.5K 0.04% 177
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 $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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Souders Financial Advisors's NVO Position: Q2 2026 in Review

Souders Financial Advisors reduced its Novo Nordisk (NVO) stake by 9.1% in Q2 2026, selling an estimated $31.5K and leaving 7,339 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #177.

Souders Financial Advisors first reported a position in NVO in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.67M in Q2 2024. 1,354 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Souders Financial Advisors held 7,339 shares of Novo Nordisk worth $352K as of Q2 2026.
  • Souders Financial Advisors sold 733 Novo Nordisk shares in Q2 2026, an estimated $31.5K.
  • Novo Nordisk made up 0.04% of Souders Financial Advisors's portfolio in Q2 2026, its #177 holding.
  • Souders Financial Advisors first reported a position in Novo Nordisk in Q1 2020 and has held it in 26 quarters since.
  • Souders Financial Advisors's Novo Nordisk position peaked at $5.67M in Q2 2024.
  • 1,354 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.