Transamerica Financial Advisors’s Novo Nordisk NVO Stock Holding History

Transamerica Financial Advisors’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	$146K	Buy	3,049 +1,730	+131%	+$74.3K	0.01%	484
2026 Q1	$50.1K	Buy	1,319 +716	+119%	+$33.9K	﹤0.01%	650
2025 Q4	$30.7K	Buy	603 +403	+202%	+$20.6K	﹤0.01%	627
2025 Q3	$11.1K	Sell	200 -656	-77%	-$38.4K	﹤0.01%	707
2025 Q2	$59K	Buy	856 +106	+14%	+$7.21K	0.01%	302
2025 Q1	$53K	Sell	750 -74	-9%	-$6.11K	0.01%	305
2024 Q4	$71K	Sell	824 -73	-8%	-$7.89K	0.01%	286
2024 Q3	$107K	Sell	897 -824	-48%	-$110K	0.01%	265
2024 Q2	$246K	Hold	1,721	–	–	0.03%	191
2024 Q1	$221K	Sell	1,721 -6,817	-80%	-$811K	0.02%	212
2023 Q4	$884K	Buy	8,538 +8,402	+6,178%	+$831K	0.12%	123
2023 Q3	$13K	Buy	+136	New	+$12K	﹤0.01%	321
2016 Q2	–	Sell	-1,950	Closed	-$53K	–	601
2016 Q1	$53K	Buy	+1,950	New	+$52.2K	﹤0.01%	361

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

Transamerica Financial Advisors's NVO Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Novo Nordisk (NVO) stake by 131% in Q2 2026, buying an estimated $74.3K and bringing the position to 3,049 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #484.

Transamerica Financial Advisors first reported a position in NVO in Q1 2016 and has held it in 13 quarters since. The position peaked at $884K in Q4 2023. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Transamerica Financial Advisors held 3,049 shares of Novo Nordisk worth $146K as of Q2 2026.
Transamerica Financial Advisors bought 1,730 Novo Nordisk shares in Q2 2026, an estimated $74.3K.
Novo Nordisk made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #484 holding.
Transamerica Financial Advisors first reported a position in Novo Nordisk in Q1 2016 and has held it in 13 quarters since.
Transamerica Financial Advisors's Novo Nordisk position peaked at $884K in Q4 2023.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.