Diversify Advisory Services’s Novo Nordisk NVO Stock Holding History

Diversify Advisory Services’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	$564K	Sell	14,390 -1,158	-7%	-$53.4K	0.01%	877
2026 Q2	$772K	Buy	+15,548	New	+$668K	0.01%	727
2026 Q1	–	Sell	-8,187	Closed	-$510K	–	638
2025 Q4	$510K	Sell	8,187 -735	-8%	-$37.6K	0.02%	601
2025 Q3	$438K	Sell	8,922 -95	-1%	-$5.56K	0.01%	605
2025 Q2	$449K	Buy	9,017 +766	+9%	+$52.1K	0.02%	571
2025 Q1	$538K	Sell	8,251 -2,598	-24%	-$215K	0.03%	348
2024 Q4	$936K	Sell	10,849 -3,074	-22%	-$332K	0.05%	237
2024 Q3	$1.62M	Sell	13,923 -2,711	-16%	-$362K	0.09%	188
2024 Q2	$2.34M	Sell	16,634 -16,040	-49%	-$2.13M	0.13%	143
2024 Q1	$4.17M	Buy	+32,674	New	+$3.89M	0.25%	86

Other funds holding NVO

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 35.29% 1-Year Est. Return

Diversify Advisory Services's NVO Position: Q3 2026 in Review

Diversify Advisory Services reduced its Novo Nordisk (NVO) stake by 7.4% in Q3 2026, selling an estimated $53.4K and leaving 14,390 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #877.

Diversify Advisory Services first reported a position in NVO in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.17M in Q1 2024. 281 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

Diversify Advisory Services held 14,390 shares of Novo Nordisk worth $564K as of Q3 2026.
Diversify Advisory Services sold 1,158 Novo Nordisk shares in Q3 2026, an estimated $53.4K.
Novo Nordisk made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #877 holding.
Diversify Advisory Services first reported a position in Novo Nordisk in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's Novo Nordisk position peaked at $4.17M in Q1 2024.
281 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.