CFFP
NVO

Center for Financial Planning’s Novo Nordisk NVO Stock Holding History

Center for Financial Planning’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 		$148K Hold
3,079
– – 0.01% 201
2026
Q1 		$113K Buy
3,079
+945
+44% +$44.8K 0.01% 217
2025
Q4 		$109K Buy
2,134
+1,390
+187% +$71.1K 0.01% 219
2025
Q3 		$41.3K Sell
744
-70
-9% -$4.1K ﹤0.01% 327
2025
Q2 		$56.2K Buy
814
+644
+379% +$43.8K 0.01% 283
2025
Q1 		$11.8K Sell
170
-123
-42% -$10.2K ﹤0.01% 457
2024
Q4 		$25.2K Buy
293
+123
+72% +$13.3K ﹤0.01% 323
2024
Q3 		$20.2K Buy
170
+70
+70% +$9.34K ﹤0.01% 336
2024
Q2 		$14.3K Hold
100
– – ﹤0.01% 351
2024
Q1 		$12.8K Hold
100
– – ﹤0.01% 375
2023
Q4 		$10.3K Hold
100
– – ﹤0.01% 366
2023
Q3 		$9.09K Hold
100
– – ﹤0.01% 366
2023
Q2 		$8.09K Buy
+100
New +$8.17K ﹤0.01% 400
2022
Q3 		– Sell
-76
Closed -$4K – 668
2022
Q2 		$4K Buy
+76
New +$4.22K ﹤0.01% 440
2020
Q2 		– Sell
-106
Closed -$3K – 530
2020
Q1 		$3K Hold
106
– – ﹤0.01% 469
2019
Q4 		$3K Buy
+106
New +$2.94K ﹤0.01% 410

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
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
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 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
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Center for Financial Planning's NVO Position: Q2 2026 in Review

Center for Financial Planning held its Novo Nordisk (NVO) position steady in Q2 2026 at 3,079 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #201.

Center for Financial Planning first reported a position in NVO in Q4 2019 and has held it in 16 quarters since. 387 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Center for Financial Planning held 3,079 shares of Novo Nordisk worth $148K as of Q2 2026.
  • Center for Financial Planning left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #201 holding.
  • Center for Financial Planning first reported a position in Novo Nordisk in Q4 2019 and has held it in 16 quarters since.
  • 387 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.