DAS
NVO

Dynamic Advisor Solutions’s Novo Nordisk NVO Stock Holding History

Dynamic Advisor Solutions’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
Q2 		$645K Sell
13,464
-5,672
-30% -$244K 0.02% 606
2026
Q1 		$703K Sell
19,136
-33,720
-64% -$1.6M 0.02% 552
2025
Q4 		$2.69M Buy
52,856
+21,767
+70% +$1.11M 0.09% 242
2025
Q3 		$1.73M Buy
31,089
+331
+1% +$19.4K 0.05% 350
2025
Q2 		$2.12M Buy
30,758
+6,920
+29% +$471K 0.07% 297
2025
Q1 		$1.66M Sell
23,838
-642
-3% -$53K 0.05% 317
2024
Q4 		$2.11M Sell
24,480
-2,757
-10% -$298K 0.09% 202
2024
Q3 		$3.24M Sell
27,237
-812
-3% -$108K 0.1% 229
2024
Q2 		$4M Buy
28,049
+4,927
+21% +$653K 0.13% 193
2024
Q1 		$2.97M Sell
23,122
-6,497
-22% -$773K 0.1% 241
2023
Q4 		$3.14M Buy
29,619
+296
+1% +$29.3K 0.12% 218
2023
Q3 		$2.67M Buy
29,323
+1,685
+6% +$148K 0.13% 191
2023
Q2 		$2.24M Buy
27,638
+2,616
+10% +$214K 0.12% 206
2023
Q1 		$1.99M Buy
25,022
+20,814
+495% +$1.48M 0.12% 212
2022
Q4 		$285K Buy
+4,208
New +$247K 0.02% 564
2022
Q3 		– Sell
-4,076
Closed -$227K – 730
2022
Q2 		$227K Buy
4,076
+46
+1% +$2.55K 0.02% 614
2022
Q1 		$224K Sell
4,030
-892
-18% -$45.8K 0.02% 649
2021
Q4 		$276K Buy
4,922
+150
+3% +$8.13K 0.02% 594
2021
Q3 		$229K Buy
+4,772
New +$231K 0.02% 657
2019
Q1 		– Sell
-17,672
Closed -$410K – 445
2018
Q4 		$410K Sell
17,672
-4,522
-20% -$100K 0.09% 239
2018
Q3 		$523K Sell
22,194
-1,272
-5% -$31K 0.11% 215
2018
Q2 		$541K Sell
23,466
-670
-3% -$15.9K 0.12% 199
2018
Q1 		$594K Buy
24,136
+1,304
+6% +$34.2K 0.15% 171
2017
Q4 		$613K Sell
22,832
-424
-2% -$10.8K 0.2% 135
2017
Q3 		$560K Sell
23,256
-260
-1% -$5.88K 0.22% 129
2017
Q2 		$504K Sell
23,516
-100
-0.4% -$2.02K 0.2% 136
2017
Q1 		$405K Buy
23,616
+200
+0.9% +$3.48K 0.16% 152
2016
Q4 		$420K Buy
23,416
+1,740
+8% +$31.5K 0.17% 151
2016
Q3 		$451K Buy
21,676
+1,050
+5% +$26K 0.17% 149
2016
Q2 		$555K Sell
20,626
-350
-2% -$9.6K 0.22% 119
2016
Q1 		$568K Sell
20,976
-378
-2% -$10.1K 0.24% 107
2015
Q4 		$620K Buy
21,354
+4
+0% +$111 0.26% 103
2015
Q3 		$579K Buy
21,350
+1,344
+7% +$38.1K 0.29% 89
2015
Q2 		$548K Sell
20,006
-10,490
-34% -$295K 0.32% 87
2015
Q1 		$814K Buy
30,496
+10,516
+53% +$242K 0.41% 72
2014
Q4 		$423K Buy
19,980
+1,060
+6% +$23.7K 0.23% 130
2014
Q3 		$450K Sell
18,920
-50
-0.3% -$1.15K 0.24% 121
2014
Q2 		$438K Sell
18,970
-11,744
-38% -$259K 0.26% 118
2014
Q1 		$701K Sell
30,714
-15,436
-33% -$329K 0.48% 72
2013
Q4 		$853K Buy
+46,150
New +$804K 0.63% 46

Other funds holding NVO

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Dynamic Advisor Solutions's NVO Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Novo Nordisk (NVO) stake by 30% in Q2 2026, selling an estimated $244K and leaving 13,464 shares worth $645K. The position accounts for 0.02% of the portfolio, ranked #606.

Dynamic Advisor Solutions first reported a position in NVO in Q4 2013 and has held it in 40 quarters since. The position peaked at $4M in Q2 2024. 205 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Dynamic Advisor Solutions held 13,464 shares of Novo Nordisk worth $645K as of Q2 2026.
  • Dynamic Advisor Solutions sold 5,672 Novo Nordisk shares in Q2 2026, an estimated $244K.
  • Novo Nordisk made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #606 holding.
  • Dynamic Advisor Solutions first reported a position in Novo Nordisk in Q4 2013 and has held it in 40 quarters since.
  • Dynamic Advisor Solutions's Novo Nordisk position peaked at $4M in Q2 2024.
  • 205 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.