Downshift Financial’s Novo Nordisk NVO Stock Holding History

Downshift Financial’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	$19K	Buy	+500	New	+$23.1K	0.01%	247

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 $1.47B AUM 20.15% 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

San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return

Downshift Financial's NVO Position: Q3 2026 in Review

Downshift Financial opened a new position in Novo Nordisk (NVO) in Q3 2026: 500 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #247 among its holdings.

260 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

Downshift Financial held 500 shares of Novo Nordisk worth $19K as of Q3 2026.
Novo Nordisk was a new Downshift Financial position in Q3 2026.
Novo Nordisk made up 0.01% of Downshift Financial's portfolio in Q3 2026, its #247 holding.
260 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.