DM
NVO

Diversified Management’s Novo Nordisk NVO Stock Holding History

Diversified 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 		$415K Buy
10,950
+950
+10% +$43.8K 0.07% 174
2026
Q2 		$479K Sell
10,000
-636
-6% -$27.3K 0.1% 104
2026
Q1 		$391K Buy
10,636
+636
+6% +$30.1K 0.07% 201
2025
Q4 		$509K Buy
+10,000
New +$511K 0.12% 100

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
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 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

Diversified Management's NVO Position: Q3 2026 in Review

Diversified Management increased its Novo Nordisk (NVO) stake by 9.5% in Q3 2026, buying an estimated $43.8K and bringing the position to 10,950 shares worth $415K. The position accounts for 0.07% of the portfolio, ranked #174.

Diversified Management first reported a position in NVO in Q4 2025 and has held it in 4 quarters since. The position peaked at $509K in Q4 2025. 64 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Diversified Management held 10,950 shares of Novo Nordisk worth $415K as of Q3 2026.
  • Diversified Management bought 950 Novo Nordisk shares in Q3 2026, an estimated $43.8K.
  • Novo Nordisk made up 0.07% of Diversified Management's portfolio in Q3 2026, its #174 holding.
  • Diversified Management first reported a position in Novo Nordisk in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's Novo Nordisk position peaked at $509K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.