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 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 $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Summit Securities Group's NVO Position: Q1 2026 in Review

Summit Securities Group opened a new position in Novo Nordisk (NVO) in Q1 2026: 3,400 shares worth $125K. The stake represents 0.02% of the portfolio and ranks #263 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in NVO as recently as Q2 2025.

Summit Securities Group first reported a position in NVO in Q1 2014 and has held it in 7 quarters since. The position peaked at $6.75M in Q2 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Summit Securities Group held 3,400 shares of Novo Nordisk worth $125K as of Q1 2026.
Novo Nordisk was a new Summit Securities Group position in Q1 2026.
Novo Nordisk made up 0.02% of Summit Securities Group's portfolio in Q1 2026, its #263 holding.
Summit Securities Group first reported a position in Novo Nordisk in Q1 2014 and has held it in 7 quarters since.
Summit Securities Group's Novo Nordisk position peaked at $6.75M in Q2 2025.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.