SF
NVO

Summit Financial’s Novo Nordisk NVO Stock Holding History

Summit Financial’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 		$601K Sell
12,531
-749
-6% -$32.2K 0.01% 1027
2026
Q1 		$504K Buy
13,280
+1,414
+12% +$67K 0.01% 991
2025
Q4 		$604K Buy
11,866
+1,940
+20% +$99.2K 0.01% 826
2025
Q3 		$551K Sell
9,926
-1,119
-10% -$65.5K 0.01% 860
2025
Q2 		$762K Buy
11,045
+1,889
+21% +$128K 0.02% 472
2025
Q1 		$636K Sell
9,156
-1,461
-14% -$121K 0.02% 457
2024
Q4 		$913K Buy
10,617
+5,837
+122% +$631K 0.03% 331
2024
Q3 		$569K Sell
4,780
-65
-1% -$8.67K 0.02% 355
2024
Q2 		$692K Buy
4,845
+996
+26% +$132K 0.03% 277
2024
Q1 		$498K Sell
3,849
-1,428
-27% -$170K 0.03% 253
2023
Q4 		$546K Buy
5,277
+2,982
+130% +$295K 0.04% 236
2023
Q3 		$209K Sell
2,295
-203
-8% -$17.9K 0.02% 319
2023
Q2 		$202K Sell
2,498
-724
-22% -$59.1K 0.01% 312
2023
Q1 		$258K Sell
3,222
-1,882
-37% -$133K 0.02% 222
2022
Q4 		$345K Sell
5,104
-266
-5% -$15.6K 0.03% 199
2022
Q3 		$268K Buy
+5,370
New +$288K 0.03% 217

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

Summit Financial's NVO Position: Q2 2026 in Review

Summit Financial reduced its Novo Nordisk (NVO) stake by 5.6% in Q2 2026, selling an estimated $32.2K and leaving 12,531 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #1027.

Summit Financial first reported a position in NVO in Q3 2022 and has held it in 16 quarters since. The position peaked at $913K in Q4 2024. 1,355 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Summit Financial held 12,531 shares of Novo Nordisk worth $601K as of Q2 2026.
  • Summit Financial sold 749 Novo Nordisk shares in Q2 2026, an estimated $32.2K.
  • Novo Nordisk made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1027 holding.
  • Summit Financial first reported a position in Novo Nordisk in Q3 2022 and has held it in 16 quarters since.
  • Summit Financial's Novo Nordisk position peaked at $913K in Q4 2024.
  • 1,355 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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