SFS
NVO

Stiles Financial Services’s Novo Nordisk NVO Stock Holding History

Stiles 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 		$457K Sell
9,530
-1,092
-10% -$46.9K 0.11% 127
2026
Q1 		$390K Sell
10,622
-1,018
-9% -$48.2K 0.12% 133
2025
Q4 		$592K Sell
11,640
-20,038
-63% -$1.02M 0.18% 114
2025
Q3 		$1.76M Sell
31,678
-10,587
-25% -$620K 0.55% 55
2025
Q2 		$2.92M Buy
42,265
+775
+2% +$52.7K 1.01% 27
2025
Q1 		$2.88M Sell
41,490
-1,992
-5% -$165K 1.11% 25
2024
Q4 		$3.74M Sell
43,482
-1,480
-3% -$160K 1.35% 12
2024
Q3 		$5.35M Buy
44,962
+436
+1% +$58.1K 1.89% 9
2024
Q2 		$6.36M Buy
44,526
+518
+1% +$68.6K 2.45% 6
2024
Q1 		$5.64M Buy
44,008
+1,367
+3% +$163K 2.26% 8
2023
Q4 		$4.41M Buy
42,641
+3,091
+8% +$306K 2% 8
2023
Q3 		$3.6M Buy
39,550
+1,234
+3% +$109K 1.87% 9
2023
Q2 		$3.1M Buy
38,316
+88
+0.2% +$7.19K 1.54% 12
2023
Q1 		$3.04M Sell
38,228
-1,334
-3% -$94.6K 1.63% 12
2022
Q4 		$2.68M Sell
39,562
-1,306
-3% -$76.6K 1.53% 18
2022
Q3 		$2.04M Buy
40,868
+1,324
+3% +$70.9K 1.24% 20
2022
Q2 		$2.2M Sell
39,544
-26
-0.1% -$1.44K 1.32% 21
2022
Q1 		$2.2M Sell
39,570
-966
-2% -$49.6K 1.1% 22
2021
Q4 		$2.25M Buy
+40,536
New +$2.2M 1.09% 27

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

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

Stiles Financial Services reduced its Novo Nordisk (NVO) stake by 10% in Q2 2026, selling an estimated $46.9K and leaving 9,530 shares worth $457K. The position accounts for 0.11% of the portfolio, ranked #127.

Stiles Financial Services first reported a position in NVO in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.36M in Q2 2024. 1,354 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Stiles Financial Services held 9,530 shares of Novo Nordisk worth $457K as of Q2 2026.
  • Stiles Financial Services sold 1,092 Novo Nordisk shares in Q2 2026, an estimated $46.9K.
  • Novo Nordisk made up 0.11% of Stiles Financial Services's portfolio in Q2 2026, its #127 holding.
  • Stiles Financial Services first reported a position in Novo Nordisk in Q4 2021 and has held it in 19 quarters since.
  • Stiles Financial Services's Novo Nordisk position peaked at $6.36M in Q2 2024.
  • 1,354 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.