Affinity Capital Advisors
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Affinity Capital Advisors’s Novo Nordisk NVO Stock Holding History

Affinity Capital 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
Q3 		– Sell
-4,725
Closed -$233K – 244
2026
Q2 		$233K Buy
+4,725
New +$203K 0.03% 180

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State Farm Mutual Automobile Insurance
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Affinity Capital Advisors's NVO Position: Q3 2026 in Review

Affinity Capital Advisors sold out of Novo Nordisk (NVO) in Q3 2026, closing a stake of 4,725 shares — an estimated $233K sold.

Affinity Capital Advisors first reported a position in NVO in Q2 2026 and held it in 1 quarter. The position peaked at $233K in Q2 2026. 868 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Affinity Capital Advisors reported no remaining Novo Nordisk position as of Q3 2026 after selling out during the quarter.
  • Affinity Capital Advisors sold 4,725 Novo Nordisk shares in Q3 2026, an estimated $233K.
  • Affinity Capital Advisors first reported a position in Novo Nordisk in Q2 2026 and held it in 1 quarter.
  • Affinity Capital Advisors's Novo Nordisk position peaked at $233K in Q2 2026.
  • 868 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.