TFM
NVO

TFC Financial Management’s Novo Nordisk NVO Stock Holding History

TFC Financial Management’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 		$77.6K Sell
1,619
-1,412
-47% -$60.7K 0.01% 247
2026
Q1 		$111K Hold
3,031
– – 0.01% 190
2025
Q4 		$154K Buy
3,031
+90
+3% +$4.6K 0.02% 151
2025
Q3 		$163K Buy
2,941
+101
+4% +$5.91K 0.02% 140
2025
Q2 		$196K Sell
2,840
-485
-15% -$33K 0.03% 128
2025
Q1 		$231K Sell
3,325
-426
-11% -$35.2K 0.04% 110
2024
Q4 		$323K Sell
3,751
-129
-3% -$13.9K 0.05% 93
2024
Q3 		$462K Buy
3,880
+35
+0.9% +$4.67K 0.07% 72
2024
Q2 		$549K Hold
3,845
– – 0.1% 66
2024
Q1 		$494K Sell
3,845
-195
-5% -$23.2K 0.09% 72
2023
Q4 		$418K Hold
4,040
– – 0.08% 76
2023
Q3 		$367K Sell
4,040
-450
-10% -$39.6K 0.09% 74
2023
Q2 		$363K Sell
4,490
-2,774
-38% -$227K 0.09% 72
2023
Q1 		$578K Hold
7,264
– – 0.15% 52
2022
Q4 		$492K Hold
7,264
– – 0.14% 59
2022
Q3 		$362K Sell
7,264
-168
-2% -$9K 0.11% 63
2022
Q2 		$414K Sell
7,432
-200
-3% -$11.1K 0.12% 60
2022
Q1 		$424K Buy
7,632
+508
+7% +$26.1K 0.12% 61
2021
Q4 		$399K Buy
7,124
+850
+14% +$46K 0.12% 66
2021
Q3 		$301K Buy
6,274
+310
+5% +$15K 0.1% 75
2021
Q2 		$250K Buy
5,964
+116
+2% +$4.5K 0.09% 81
2021
Q1 		$197K Sell
5,848
-136
-2% -$4.84K 0.08% 87
2020
Q4 		$209K Buy
5,984
+592
+11% +$20.5K 0.09% 82
2020
Q3 		$187K Buy
+5,392
New +$180K 0.09% 78

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

TFC Financial Management's NVO Position: Q2 2026 in Review

TFC Financial Management reduced its Novo Nordisk (NVO) stake by 47% in Q2 2026, selling an estimated $60.7K and leaving 1,619 shares worth $77.6K. The position accounts for 0.01% of the portfolio, ranked #247.

TFC Financial Management first reported a position in NVO in Q3 2020 and has held it in 24 quarters since. The position peaked at $578K in Q1 2023. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • TFC Financial Management held 1,619 shares of Novo Nordisk worth $77.6K as of Q2 2026.
  • TFC Financial Management sold 1,412 Novo Nordisk shares in Q2 2026, an estimated $60.7K.
  • Novo Nordisk made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #247 holding.
  • TFC Financial Management first reported a position in Novo Nordisk in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Novo Nordisk position peaked at $578K in Q1 2023.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.