SFS
NVO

Sunrise Financial Services’s Novo Nordisk NVO Stock Holding History

Sunrise 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 		$57K Sell
1,190
-19
-2% -$816 0.03% 104
2026
Q1 		$44.4K Sell
1,209
-975
-45% -$46.2K 0.03% 124
2025
Q4 		$111K Buy
+2,184
New +$112K 0.08% 74

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

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

Sunrise Financial Services reduced its Novo Nordisk (NVO) stake by 1.6% in Q2 2026, selling an estimated $816 and leaving 1,190 shares worth $57K. The position accounts for 0.03% of the portfolio, ranked #104.

Sunrise Financial Services first reported a position in NVO in Q4 2025 and has held it in 3 quarters since. The position peaked at $111K in Q4 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Sunrise Financial Services held 1,190 shares of Novo Nordisk worth $57K as of Q2 2026.
  • Sunrise Financial Services sold 19 Novo Nordisk shares in Q2 2026, an estimated $816.
  • Novo Nordisk made up 0.03% of Sunrise Financial Services's portfolio in Q2 2026, its #104 holding.
  • Sunrise Financial Services first reported a position in Novo Nordisk in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Novo Nordisk position peaked at $111K in Q4 2025.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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