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Defined Wealth Management’s Novo Nordisk NVO Stock Holding History

Defined Wealth Management’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
-5,392
Closed -$258K – 119
2026
Q2 		$258K Buy
+5,392
New +$232K 0.13% 105
2026
Q1 		– Sell
-5,199
Closed -$265K – 111
2025
Q4 		$265K Sell
5,199
-797
-13% -$40.8K 0.15% 101
2025
Q3 		$333K Sell
5,996
-1,282
-18% -$75K 0.19% 89
2025
Q2 		$502K Buy
7,278
+785
+12% +$53.4K 0.31% 76
2025
Q1 		$451K Sell
6,493
-27
-0.4% -$2.23K 0.3% 77
2024
Q4 		$561K Sell
6,520
-16
-0.2% -$1.73K 0.37% 60
2024
Q3 		$778K Buy
6,536
+21
+0.3% +$2.8K 0.51% 50
2024
Q2 		$930K Buy
6,515
+66
+1% +$8.75K 0.65% 42
2024
Q1 		$828K Sell
6,449
-43
-0.7% -$5.12K 0.59% 45
2023
Q4 		$672K Buy
6,492
+106
+2% +$10.5K 0.51% 50
2023
Q3 		$581K Sell
6,386
-204
-3% -$18K 0.5% 54
2023
Q2 		$533K Buy
6,590
+10
+0.2% +$817 0.45% 57
2023
Q1 		$524K Hold
6,580
– – 0.49% 52
2022
Q4 		$445K Buy
6,580
+260
+4% +$15.2K 0.42% 66
2022
Q3 		$315K Buy
6,320
+70
+1% +$3.75K 0.34% 67
2022
Q2 		$348K Sell
6,250
-100
-2% -$5.55K 0.36% 67
2022
Q1 		$353K Hold
6,350
– – 0.31% 72
2021
Q4 		$356K Hold
6,350
– – 0.29% 71
2021
Q3 		$305K Hold
6,350
– – 0.27% 79
2021
Q2 		$266K Hold
6,350
– – 0.24% 83
2021
Q1 		$214K Hold
6,350
– – 0.2% 88
2020
Q4 		$222K Buy
+6,350
New +$219K 0.22% 82

Other funds holding NVO

Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Nichols & Pratt Advisers
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
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
PM
Penbrook Management New York $169M AUM 32.52% 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
San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return

Defined Wealth Management's NVO Position: Q3 2026 in Review

Defined Wealth Management sold out of Novo Nordisk (NVO) in Q3 2026, closing a stake of 5,392 shares — an estimated $258K sold.

Defined Wealth Management first reported a position in NVO in Q4 2020 and held it in 22 quarters. The position peaked at $930K in Q2 2024. 252 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Defined Wealth Management reported no remaining Novo Nordisk position as of Q3 2026 after selling out during the quarter.
  • Defined Wealth Management sold 5,392 Novo Nordisk shares in Q3 2026, an estimated $258K.
  • Defined Wealth Management first reported a position in Novo Nordisk in Q4 2020 and held it in 22 quarters.
  • Defined Wealth Management's Novo Nordisk position peaked at $930K in Q2 2024.
  • 252 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.