Summit Securities Group’s Novo Nordisk NVO Stock Holding History

Summit Securities Group’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	–	Sell	-3,400	Closed	-$125K	–	1309
2026 Q1	$125K	Buy	+3,400	New	+$161K	0.02%	263
2025 Q3	–	Sell	-97,762	Closed	-$6.75M	–	1259
2025 Q2	$6.75M	Buy	+97,762	New	+$6.65M	1.3%	15
2023 Q4	–	Sell	-5,838	Closed	-$531K	–	829
2023 Q3	$531K	Buy	5,838 +5,000	+597%	+$440K	0.05%	120
2023 Q2	$68K	Sell	838 -14,388	-94%	-$1.18M	0.01%	348
2023 Q1	$1.21M	Buy	15,226 +11,556	+315%	+$819K	0.1%	80
2022 Q4	$248K	Buy	+3,670	New	+$215K	0.01%	436
2014 Q2	–	Sell	-23,000	Closed	-$525K	–	631
2014 Q1	$525K	Buy	+23,000	New	+$490K	0.31%	50

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Summit Securities Group's NVO Position: Q2 2026 in Review

Summit Securities Group sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 3,400 shares — an estimated $125K sold.

Summit Securities Group first reported a position in NVO in Q1 2014 and held it in 7 quarters. The position peaked at $6.75M in Q2 2025. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Summit Securities Group reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
Summit Securities Group sold 3,400 Novo Nordisk shares in Q2 2026, an estimated $125K.
Summit Securities Group first reported a position in Novo Nordisk in Q1 2014 and held it in 7 quarters.
Summit Securities Group's Novo Nordisk position peaked at $6.75M in Q2 2025.
1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.