BRWA
NVO

B. Riley Wealth Advisors’s Novo Nordisk NVO Stock Holding History

B. Riley Wealth 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
Q2 		$204K Buy
+4,224
New +$181K 0.01% 765
2026
Q1 		– Sell
-8,048
Closed -$409K – 1047
2025
Q4 		$409K Sell
8,048
-754
-9% -$38.6K 0.02% 600
2025
Q3 		$488K Sell
8,802
-649
-7% -$38K 0.02% 541
2025
Q2 		$652K Buy
+9,451
New +$643K 0.03% 446
2024
Q4 		$3.16M Sell
36,734
-2,748
-7% -$297K 0.1% 198
2024
Q3 		$4.62M Sell
39,482
-20,024
-34% -$2.67M 0.13% 173
2024
Q2 		$8.49M Buy
59,506
+5,510
+10% +$730K 0.22% 94
2024
Q1 		$4.91M Buy
53,996
+3,219
+6% +$383K 0.13% 159
2023
Q4 		$5.25M Sell
50,777
-3,219
-6% -$318K 0.14% 168
2023
Q3 		$4.91M Buy
53,996
+9,832
+22% +$866K 0.13% 159
2023
Q2 		$3.57M Buy
44,164
+2,990
+7% +$244K 0.08% 240
2023
Q1 		$3.3M Sell
41,174
-2,640
-6% -$187K 0.09% 228
2022
Q4 		$2.96M Sell
43,814
-4,780
-10% -$280K 0.08% 247
2022
Q3 		$2.42M Buy
48,594
+8,914
+22% +$478K 0.07% 267
2022
Q2 		$2.21M Buy
39,680
+2,668
+7% +$148K 0.09% 220
2022
Q1 		$2.06M Buy
37,012
+26
+0.1% +$1.33K 0.07% 296
2021
Q4 		$2.07M Buy
36,986
+1,236
+3% +$67K 0.06% 340
2021
Q3 		$1.7M Buy
35,750
+286
+0.8% +$13.8K 0.05% 379
2021
Q2 		$1.47M Sell
35,464
-256
-0.7% -$9.92K 0.05% 407
2021
Q1 		$1.2M Buy
+35,720
New +$1.27M 0.04% 432
2015
Q1 		– Sell
-1,832
Closed -$39 – 1503
2014
Q4 		$39 Buy
+1,832
New +$40.9K ﹤0.01% 2224
2014
Q3 		– Sell
-2,092
Closed -$48.3K – 1463
2014
Q2 		$48.3K Buy
+2,092
New +$46.2K 0.01% 1046

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
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

B. Riley Wealth Advisors's NVO Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Novo Nordisk (NVO) in Q2 2026: 4,224 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #765 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in NVO as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in NVO in Q2 2014 and has held it in 22 quarters since. The position peaked at $8.49M in Q2 2024. 240 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • B. Riley Wealth Advisors held 4,224 shares of Novo Nordisk worth $204K as of Q2 2026.
  • Novo Nordisk was a new B. Riley Wealth Advisors position in Q2 2026.
  • Novo Nordisk made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #765 holding.
  • B. Riley Wealth Advisors first reported a position in Novo Nordisk in Q2 2014 and has held it in 22 quarters since.
  • B. Riley Wealth Advisors's Novo Nordisk position peaked at $8.49M in Q2 2024.
  • 240 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.