BFA
NVO

Benedict Financial Advisors’s Novo Nordisk NVO Stock Holding History

Benedict Financial 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 		$1.27M Sell
33,551
-203
-0.6% -$9.36K 0.25% 93
2026
Q2 		$1.62M Buy
33,754
+265
+0.8% +$11.4K 0.31% 93
2026
Q1 		$1.23M Sell
33,489
-2,038
-6% -$96.6K 0.26% 95
2025
Q4 		$1.81M Sell
35,527
-237
-0.7% -$12.1K 0.38% 89
2025
Q3 		$1.98M Sell
35,764
-349
-1% -$20.4K 0.43% 79
2025
Q2 		$2.49M Sell
36,113
-1,644
-4% -$112K 0.56% 62
2025
Q1 		$2.62M Sell
37,757
-794
-2% -$65.6K 0.61% 60
2024
Q4 		$3.32M Sell
38,551
-1,514
-4% -$164K 0.81% 48
2024
Q3 		$4.77M Sell
40,065
-1,333
-3% -$178K 1.13% 28
2024
Q2 		$5.91M Sell
41,398
-1,248
-3% -$165K 1.5% 16
2024
Q1 		$5.48M Sell
42,646
-1,018
-2% -$121K 1.39% 21
2023
Q4 		$4.52M Sell
43,664
-628
-1% -$62.1K 1.23% 26
2023
Q3 		$4.03M Sell
44,292
-1,378
-3% -$121K 1.16% 31
2023
Q2 		$3.7M Sell
45,670
-688
-1% -$56.2K 1.02% 35
2023
Q1 		$3.69M Sell
46,358
-2,926
-6% -$207K 1.04% 35
2022
Q4 		$3.34M Sell
49,284
-710
-1% -$41.6K 0.99% 41
2022
Q3 		$2.49M Sell
49,994
-318
-0.6% -$17K 0.8% 48
2022
Q2 		$2.8M Sell
50,312
-418
-0.8% -$23.2K 0.83% 47
2022
Q1 		$2.82M Sell
50,730
-470
-0.9% -$24.1K 0.75% 52
2021
Q4 		$2.87M Sell
51,200
-1,352
-3% -$73.2K 0.75% 55
2021
Q3 		$2.52M Sell
52,552
-684
-1% -$33.1K 0.7% 57
2021
Q2 		$2.23M Buy
53,236
+2,056
+4% +$79.7K 0.62% 60
2021
Q1 		$1.73M Buy
51,180
+1,058
+2% +$37.7K 0.5% 72
2020
Q4 		$1.75M Buy
50,122
+1,680
+3% +$58.1K 0.63% 53
2020
Q3 		$1.68M Buy
48,442
+1,098
+2% +$36.6K 0.65% 52
2020
Q2 		$1.55M Buy
47,344
+4,104
+9% +$131K 0.64% 52
2020
Q1 		$1.3M Buy
43,240
+18,250
+73% +$543K 0.61% 54
2019
Q4 		$723K Buy
+24,990
New +$692K 0.28% 81

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
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
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Benedict Financial Advisors's NVO Position: Q3 2026 in Review

Benedict Financial Advisors reduced its Novo Nordisk (NVO) stake by 0.6% in Q3 2026, selling an estimated $9.36K and leaving 33,551 shares worth $1.27M. The position accounts for 0.25% of the portfolio, ranked #93.

Benedict Financial Advisors first reported a position in NVO in Q4 2019 and has held it in 28 quarters since. The position peaked at $5.91M in Q2 2024. 64 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Benedict Financial Advisors held 33,551 shares of Novo Nordisk worth $1.27M as of Q3 2026.
  • Benedict Financial Advisors sold 203 Novo Nordisk shares in Q3 2026, an estimated $9.36K.
  • Novo Nordisk made up 0.25% of Benedict Financial Advisors's portfolio in Q3 2026, its #93 holding.
  • Benedict Financial Advisors first reported a position in Novo Nordisk in Q4 2019 and has held it in 28 quarters since.
  • Benedict Financial Advisors's Novo Nordisk position peaked at $5.91M in Q2 2024.
  • 64 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.