SFS
NVO

Sowell Financial Services’s Novo Nordisk NVO Stock Holding History

Sowell 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
Q2 		$494K Buy
10,295
+853
+9% +$36.6K 0.02% 651
2026
Q1 		$347K Buy
9,442
+675
+8% +$32K 0.01% 786
2025
Q4 		$446K Sell
8,767
-2,434
-22% -$124K 0.02% 683
2025
Q3 		$622K Sell
11,201
-5,846
-34% -$342K 0.02% 579
2025
Q2 		$1.18M Sell
17,047
-988
-5% -$67.2K 0.05% 371
2025
Q1 		$1.25M Sell
18,035
-3,268
-15% -$270K 0.06% 330
2024
Q4 		$1.83M Sell
21,303
-4,007
-16% -$433K 0.1% 226
2024
Q3 		$3.01M Sell
25,310
-43,136
-63% -$5.75M 0.14% 165
2024
Q2 		$9.77M Buy
68,446
+5,312
+8% +$704K 0.47% 44
2024
Q1 		$8.16M Buy
63,134
+19,026
+43% +$2.26M 0.39% 61
2023
Q4 		$4.56M Buy
44,108
+21,775
+98% +$2.15M 0.25% 108
2023
Q3 		$2.03M Buy
+22,333
New +$1.97M 0.13% 182
2023
Q2 		– Sell
-5,486
Closed -$436K – 743
2023
Q1 		$436K Buy
+5,486
New +$389K 0.03% 470
2021
Q2 		– Sell
-7,626
Closed -$283K – 1995
2021
Q1 		$283K Sell
7,626
-214
-3% -$7.62K 0.01% 872
2020
Q4 		$274K Buy
7,840
+202
+3% +$6.98K 0.01% 733
2020
Q3 		$265K Sell
7,638
-142
-2% -$4.73K 0.01% 654
2020
Q2 		$255K Buy
7,780
+2,608
+50% +$83.2K 0.01% 642
2020
Q1 		$156K Sell
5,172
-2,732
-35% -$81.3K 0.01% 722
2019
Q4 		$229K Sell
7,904
-108
-1% -$2.99K 0.02% 666
2019
Q3 		$207K Buy
+8,012
New +$203K 0.02% 628

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

Sowell Financial Services's NVO Position: Q2 2026 in Review

Sowell Financial Services increased its Novo Nordisk (NVO) stake by 9% in Q2 2026, buying an estimated $36.6K and bringing the position to 10,295 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #651.

Sowell Financial Services first reported a position in NVO in Q3 2019 and has held it in 20 quarters since. The position peaked at $9.77M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Sowell Financial Services held 10,295 shares of Novo Nordisk worth $494K as of Q2 2026.
  • Sowell Financial Services bought 853 Novo Nordisk shares in Q2 2026, an estimated $36.6K.
  • Novo Nordisk made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #651 holding.
  • Sowell Financial Services first reported a position in Novo Nordisk in Q3 2019 and has held it in 20 quarters since.
  • Sowell Financial Services's Novo Nordisk position peaked at $9.77M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.