AWE
NVO

Avidian Wealth Enterprises’s Novo Nordisk NVO Stock Holding History

Avidian Wealth Enterprises’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 		$916K Sell
24,159
-7,475
-24% -$345K 0.03% 346
2026
Q2 		$1.52M Buy
31,634
+4,708
+17% +$202K 0.04% 254
2026
Q1 		$990K Buy
26,926
+13,585
+102% +$644K 0.03% 288
2025
Q4 		$679K Sell
13,341
-1,482
-10% -$75.8K 0.02% 301
2025
Q3 		$823K Buy
14,823
+2,876
+24% +$168K 0.03% 255
2025
Q2 		$825K Buy
11,947
+947
+9% +$64.4K 0.03% 232
2025
Q1 		$764K Buy
11,000
+1,206
+12% +$99.6K 0.03% 230
2024
Q4 		$842K Sell
9,794
-209
-2% -$22.6K 0.04% 214
2024
Q3 		$1.19M Sell
10,003
-151
-1% -$20.1K 0.05% 163
2024
Q2 		$1.45M Buy
10,154
+268
+3% +$35.5K 0.06% 150
2024
Q1 		$1.27M Buy
9,886
+2,021
+26% +$241K 0.06% 138
2023
Q4 		$814K Buy
7,865
+474
+6% +$46.9K 0.05% 187
2023
Q3 		$672K Sell
7,391
-8,231
-53% -$725K 0.05% 207
2023
Q2 		$1.26M Sell
15,622
-2,030
-12% -$166K 0.08% 153
2023
Q1 		$1.4M Sell
17,652
-2,768
-14% -$196K 0.08% 164
2022
Q4 		$1.38M Buy
20,420
+474
+2% +$27.8K 0.09% 140
2022
Q3 		$994K Buy
19,946
+1,624
+9% +$87K 0.07% 148
2022
Q2 		$1.02M Buy
18,322
+508
+3% +$28.2K 0.07% 164
2022
Q1 		$989K Buy
17,814
+3,442
+24% +$177K 0.06% 198
2021
Q4 		$805K Sell
14,372
-490
-3% -$26.5K 0.05% 222
2021
Q3 		$713K Sell
14,862
-1,410
-9% -$68.2K 0.05% 167
2021
Q2 		$682K Buy
16,272
+2,528
+18% +$98K 0.05% 169
2021
Q1 		$463K Buy
13,744
+1,508
+12% +$53.7K 0.04% 222
2020
Q4 		$427K Buy
+12,236
New +$423K 0.04% 208

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

Avidian Wealth Enterprises's NVO Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Novo Nordisk (NVO) stake by 24% in Q3 2026, selling an estimated $345K and leaving 24,159 shares worth $916K. The position accounts for 0.03% of the portfolio, ranked #346.

Avidian Wealth Enterprises first reported a position in NVO in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.52M in Q2 2026. 64 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Avidian Wealth Enterprises held 24,159 shares of Novo Nordisk worth $916K as of Q3 2026.
  • Avidian Wealth Enterprises sold 7,475 Novo Nordisk shares in Q3 2026, an estimated $345K.
  • Novo Nordisk made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #346 holding.
  • Avidian Wealth Enterprises first reported a position in Novo Nordisk in Q4 2020 and has held it in 24 quarters since.
  • Avidian Wealth Enterprises's Novo Nordisk position peaked at $1.52M in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.