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
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 $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Summit Financial's NVO Position: Q1 2026 in Review

Summit Financial increased its Novo Nordisk (NVO) stake by 12% in Q1 2026, buying an estimated $67K and bringing the position to 13,280 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #991.

Summit Financial first reported a position in NVO in Q3 2022 and has held it in 15 quarters since. The position peaked at $913K in Q4 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Summit Financial held 13,280 shares of Novo Nordisk worth $504K as of Q1 2026.
  • Summit Financial bought 1,414 Novo Nordisk shares in Q1 2026, an estimated $67K.
  • Novo Nordisk made up 0.01% of Summit Financial's portfolio in Q1 2026, its #991 holding.
  • Summit Financial first reported a position in Novo Nordisk in Q3 2022 and has held it in 15 quarters since.
  • Summit Financial's Novo Nordisk position peaked at $913K in Q4 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.