Concurrent Investment Advisors
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Concurrent Investment Advisors’s Novo Nordisk NVO Stock Holding History

Concurrent Investment 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 		– Sell
-10,000
Closed -$479K – 2481
2026
Q2 		$479K Buy
+10,000
New +$430K ﹤0.01% 1433
2024
Q3 		– Sell
-100
Closed -$14.3K – 1128
2024
Q2 		$14.3K Buy
+100
New +$13.3K ﹤0.01% 969

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Concurrent Investment Advisors's NVO Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its Novo Nordisk (NVO) stake by 3.1% in Q3 2026, selling an estimated $149K and leaving 100,569 shares worth $3.81M. The position accounts for 0.03% of the portfolio, ranked #560.

Concurrent Investment Advisors first reported a position in NVO in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.12M in Q4 2025. 170 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Concurrent Investment Advisors held 100,569 shares of Novo Nordisk worth $3.81M as of Q3 2026.
  • Concurrent Investment Advisors sold 3,221 Novo Nordisk shares in Q3 2026, an estimated $149K.
  • Novo Nordisk made up 0.03% of Concurrent Investment Advisors's portfolio in Q3 2026, its #560 holding.
  • Concurrent Investment Advisors first reported a position in Novo Nordisk in Q4 2023 and has held it in 12 quarters since.
  • Concurrent Investment Advisors's Novo Nordisk position peaked at $5.12M in Q4 2025.
  • 170 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.