AWM
NVO

Avaii Wealth Management’s Novo Nordisk NVO Stock Holding History

Avaii Wealth Management’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 		$588K Buy
15,751
+2,704
+21% +$125K 0.17% 82
2026
Q2 		$625K Sell
13,047
-123,301
-90% -$5.3M 0.18% 72
2026
Q1 		$5.01M Buy
136,348
+122,911
+915% +$5.82M 1.75% 19
2025
Q4 		$684K Buy
13,437
+9,098
+210% +$465K 0.25% 51
2025
Q3 		$241K Buy
+4,339
New +$254K 0.09% 131

Other funds holding NVO

GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM

Avaii Wealth Management's NVO Position: Q3 2026 in Review

Avaii Wealth Management increased its Novo Nordisk (NVO) stake by 21% in Q3 2026, buying an estimated $125K and bringing the position to 15,751 shares worth $588K. The position accounts for 0.17% of the portfolio, ranked #82.

Avaii Wealth Management first reported a position in NVO in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.01M in Q1 2026. 64 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Avaii Wealth Management held 15,751 shares of Novo Nordisk worth $588K as of Q3 2026.
  • Avaii Wealth Management bought 2,704 Novo Nordisk shares in Q3 2026, an estimated $125K.
  • Novo Nordisk made up 0.17% of Avaii Wealth Management's portfolio in Q3 2026, its #82 holding.
  • Avaii Wealth Management first reported a position in Novo Nordisk in Q3 2025 and has held it in 5 quarters since.
  • Avaii Wealth Management's Novo Nordisk position peaked at $5.01M in Q1 2026.
  • 64 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.