SEP
NVO

Southland Equity Partners’s Novo Nordisk NVO Stock Holding History

Southland Equity Partners’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 		$374K Buy
7,811
+138
+2% +$5.93K 0.07% 212
2026
Q1 		$282K Buy
7,673
+148
+2% +$7.01K 0.06% 220
2025
Q4 		$383K Buy
7,525
+502
+7% +$25.7K 0.08% 178
2025
Q3 		$390K Buy
7,023
+448
+7% +$26.2K 0.08% 164
2025
Q2 		$454K Buy
6,575
+297
+5% +$20.2K 0.1% 137
2025
Q1 		$436K Buy
6,278
+362
+6% +$29.9K 0.1% 135
2024
Q4 		$509K Buy
5,916
+338
+6% +$36.6K 0.12% 120
2024
Q3 		$664K Buy
5,578
+37
+0.7% +$4.93K 0.16% 95
2024
Q2 		$791K Buy
5,541
+1
+0% +$133 0.23% 74
2024
Q1 		$711K Buy
5,540
+113
+2% +$13.5K 0.2% 76
2023
Q4 		$561K Buy
5,427
+147
+3% +$14.5K 0.18% 82
2023
Q3 		$480K Buy
5,280
+120
+2% +$10.6K 0.17% 84
2023
Q2 		$418K Buy
5,160
+38
+0.7% +$3.1K 0.14% 102
2023
Q1 		$408K Sell
5,122
-10
-0.2% -$709 0.16% 101
2022
Q4 		$347K Buy
5,132
+116
+2% +$6.8K 0.13% 108
2022
Q3 		$250K Sell
5,016
-8
-0.2% -$429 0.12% 127
2022
Q2 		$280K Buy
5,024
+188
+4% +$10.4K 0.13% 124
2022
Q1 		$269K Sell
4,836
-54
-1% -$2.77K 0.11% 138
2021
Q4 		$274K Buy
4,890
+34
+0.7% +$1.84K 0.11% 138
2021
Q3 		$233K Buy
4,856
+76
+2% +$3.67K 0.11% 145
2021
Q2 		$200K Buy
+4,780
New +$185K 0.09% 158

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

Southland Equity Partners's NVO Position: Q2 2026 in Review

Southland Equity Partners increased its Novo Nordisk (NVO) stake by 1.8% in Q2 2026, buying an estimated $5.93K and bringing the position to 7,811 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #212.

Southland Equity Partners first reported a position in NVO in Q2 2021 and has held it in 21 quarters since. The position peaked at $791K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Southland Equity Partners held 7,811 shares of Novo Nordisk worth $374K as of Q2 2026.
  • Southland Equity Partners bought 138 Novo Nordisk shares in Q2 2026, an estimated $5.93K.
  • Novo Nordisk made up 0.07% of Southland Equity Partners's portfolio in Q2 2026, its #212 holding.
  • Southland Equity Partners first reported a position in Novo Nordisk in Q2 2021 and has held it in 21 quarters since.
  • Southland Equity Partners's Novo Nordisk position peaked at $791K in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.