Avantax Advisory Services’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,000
Closed -$45.8K 2114
2024
Q1
$45.8K Buy
+1,000
New +$119K ﹤0.01% 1623

Other funds holding NVO

Avantax Advisory Services's NVO Position: Q2 2025 in Review

Avantax Advisory Services reduced its Novo Nordisk (NVO) stake by 3.9% in Q2 2025, selling an estimated $247K and leaving 89,178 shares worth $6.16M. The position accounts for 0.03% of the portfolio, ranked #385.

Avantax Advisory Services first reported a position in NVO in Q4 2019 and has held it in 23 quarters since. The position peaked at $13.9M in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Avantax Advisory Services held 89,178 shares of Novo Nordisk worth $6.16M as of Q2 2025.
  • Avantax Advisory Services sold 3,631 Novo Nordisk shares in Q2 2025, an estimated $247K.
  • Novo Nordisk made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #385 holding.
  • Avantax Advisory Services first reported a position in Novo Nordisk in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's Novo Nordisk position peaked at $13.9M in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.