Rothwell Investment Advisors, LLC’s Novo Nordisk NVO Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$50.5K	Buy	+1,333	New	+$61.5K	0.03%	428

Other funds holding NVO

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Rothwell Investment Advisors, LLC's NVO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Novo Nordisk (NVO) in Q3 2026: 1,333 shares worth $50.5K. The stake represents 0.03% of the portfolio and ranks #428 among its holdings.

696 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,333 shares of Novo Nordisk worth $50.5K as of Q3 2026.
Novo Nordisk was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Novo Nordisk made up 0.03% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #428 holding.
696 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.