AF
NVO

Advisornet Financial’s Novo Nordisk NVO Stock Holding History

Advisornet Financial’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 		$114K Sell
2,374
-62
-3% -$2.66K 0.01% 830
2026
Q1 		$89.5K Buy
2,436
+323
+15% +$15.3K ﹤0.01% 858
2025
Q4 		$108K Buy
2,113
+188
+10% +$9.61K 0.01% 803
2025
Q3 		$107K Buy
1,925
+22
+1% +$1.29K 0.01% 772
2025
Q2 		$131K Sell
1,903
-1,838
-49% -$125K 0.01% 680
2025
Q1 		$260K Buy
3,741
+950
+34% +$78.5K 0.02% 490
2024
Q4 		$240K Buy
2,791
+554
+25% +$59.9K 0.02% 466
2024
Q3 		$266K Sell
2,237
-67
-3% -$8.94K 0.02% 465
2024
Q2 		$329K Sell
2,304
-292
-11% -$38.7K 0.03% 380
2024
Q1 		$333K Buy
2,596
+31
+1% +$3.69K 0.03% 371
2023
Q4 		$265K Sell
2,565
-193
-7% -$19.1K 0.02% 422
2023
Q3 		$251K Sell
2,758
-812
-23% -$71.5K 0.02% 411
2023
Q2 		$289K Sell
3,570
-6
-0.2% -$490 0.02% 404
2023
Q1 		$285K Sell
3,576
-14
-0.4% -$993 0.03% 399
2022
Q4 		$243K Sell
3,590
-864
-19% -$50.7K 0.02% 436
2022
Q3 		$222K Buy
4,454
+2,750
+161% +$147K 0.02% 483
2022
Q2 		$95K Sell
1,704
-1,654
-49% -$91.8K 0.01% 687
2022
Q1 		$186K Buy
3,358
+1,134
+51% +$58.2K 0.01% 584
2021
Q4 		$125K Buy
2,224
+610
+38% +$33K 0.01% 719
2021
Q3 		$77K Sell
1,614
-20,296
-93% -$981K 0.01% 873
2021
Q2 		$918K Buy
21,910
+596
+3% +$23.1K 0.06% 271
2021
Q1 		$718K Buy
21,314
+106
+0.5% +$3.77K 0.05% 299
2020
Q4 		$741K Buy
21,208
+1,750
+9% +$60.5K 0.06% 271
2020
Q3 		$675K Buy
19,458
+2,378
+14% +$79.3K 0.06% 285
2020
Q2 		$559K Buy
17,080
+442
+3% +$14.1K 0.05% 318
2020
Q1 		$501K Buy
16,638
+960
+6% +$28.6K 0.05% 305
2019
Q4 		$454K Sell
15,678
-590
-4% -$16.3K 0.04% 350
2019
Q3 		$421K Sell
16,268
-12
-0.1% -$303 0.04% 360
2019
Q2 		$415K Buy
16,280
+14
+0.1% +$346 0.05% 327
2019
Q1 		$425K Buy
16,266
+3,576
+28% +$87.9K 0.05% 298
2018
Q4 		$292K Buy
12,690
+1,824
+17% +$40.5K 0.04% 341
2018
Q3 		$256K Sell
10,866
-558
-5% -$13.6K 0.03% 381
2018
Q2 		$263K Buy
11,424
+938
+9% +$22.3K 0.04% 341
2018
Q1 		$258K Buy
10,486
+62
+0.6% +$1.63K 0.04% 345
2017
Q4 		$280K Buy
+10,424
New +$265K 0.04% 297

Other funds holding NVO

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisornet Financial's NVO Position: Q2 2026 in Review

Advisornet Financial reduced its Novo Nordisk (NVO) stake by 2.5% in Q2 2026, selling an estimated $2.66K and leaving 2,374 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #830.

Advisornet Financial first reported a position in NVO in Q4 2017 and has held it in 35 quarters since. The position peaked at $918K in Q2 2021. 331 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Advisornet Financial held 2,374 shares of Novo Nordisk worth $114K as of Q2 2026.
  • Advisornet Financial sold 62 Novo Nordisk shares in Q2 2026, an estimated $2.66K.
  • Novo Nordisk made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #830 holding.
  • Advisornet Financial first reported a position in Novo Nordisk in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's Novo Nordisk position peaked at $918K in Q2 2021.
  • 331 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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