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
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 $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

TFC Financial Management's NVO Position: Q1 2026 in Review

TFC Financial Management held its Novo Nordisk (NVO) position steady in Q1 2026 at 3,031 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #190.

TFC Financial Management first reported a position in NVO in Q3 2020 and has held it in 23 quarters since. The position peaked at $578K in Q1 2023. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • TFC Financial Management held 3,031 shares of Novo Nordisk worth $111K as of Q1 2026.
  • TFC Financial Management left its Novo Nordisk share count unchanged in Q1 2026.
  • Novo Nordisk made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #190 holding.
  • TFC Financial Management first reported a position in Novo Nordisk in Q3 2020 and has held it in 23 quarters since.
  • TFC Financial Management's Novo Nordisk position peaked at $578K in Q1 2023.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.