UFPG
NVO

United Financial Planning Group’s Novo Nordisk NVO Stock Holding History

United Financial Planning 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
Q2 		$19.6K Buy
+409
New +$17.6K 0.01% 169
2026
Q1 		– Sell
-538
Closed -$27.4K – 566
2025
Q4 		$27.4K Buy
538
+129
+32% +$6.6K 0.02% 117
2025
Q3 		$22.7K Buy
+409
New +$23.9K 0.01% 117

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

United Financial Planning Group's NVO Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Novo Nordisk (NVO) in Q2 2026: 409 shares worth $19.6K. The stake represents 0.01% of the portfolio and ranks #169 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in NVO as recently as Q4 2025.

United Financial Planning Group first reported a position in NVO in Q3 2025 and has held it in 3 quarters since. The position peaked at $27.4K in Q4 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • United Financial Planning Group held 409 shares of Novo Nordisk worth $19.6K as of Q2 2026.
  • Novo Nordisk was a new United Financial Planning Group position in Q2 2026.
  • Novo Nordisk made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #169 holding.
  • United Financial Planning Group first reported a position in Novo Nordisk in Q3 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Novo Nordisk position peaked at $27.4K in Q4 2025.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.