Creative Planning
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Creative Planning’s Novo Nordisk NVO Stock Holding History

Creative 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
2025
Q3 		– Sell
-100
Closed -$30 – 3981
2025
Q2 		$30 Buy
+100
New +$6.8K ﹤0.01% 3677

Other funds holding NVO

Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Creative Planning's NVO Position: Q3 2026 in Review

Creative Planning reduced its Novo Nordisk (NVO) stake by 1.4% in Q3 2026, selling an estimated $424K and leaving 636,902 shares worth $24.1M. The position accounts for 0.01% of the portfolio, ranked #458.

Creative Planning first reported a position in NVO in Q2 2013 and has held it in 54 quarters since. The position peaked at $40.2M in Q2 2024. 592 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Creative Planning held 636,902 shares of Novo Nordisk worth $24.1M as of Q3 2026.
  • Creative Planning sold 9,205 Novo Nordisk shares in Q3 2026, an estimated $424K.
  • Novo Nordisk made up 0.01% of Creative Planning's portfolio in Q3 2026, its #458 holding.
  • Creative Planning first reported a position in Novo Nordisk in Q2 2013 and has held it in 54 quarters since.
  • Creative Planning's Novo Nordisk position peaked at $40.2M in Q2 2024.
  • 592 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.