EWP
NVO

Elevation Wealth Partners’s Novo Nordisk NVO Stock Holding History

Elevation Wealth Partners’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 		$10.5K Buy
218
+157
+257% +$6.75K ﹤0.01% 795
2026
Q1 		$2.24K Hold
61
– – ﹤0.01% 888
2025
Q4 		$3.1K Buy
61
+25
+69% +$1.28K ﹤0.01% 723
2025
Q3 		$2K Buy
+36
New +$2.11K ﹤0.01% 649
2024
Q2 		– Sell
-10
Closed -$1.28K – 531
2024
Q1 		$1.28K Hold
10
– – ﹤0.01% 429
2023
Q4 		$910 Hold
10
– – ﹤0.01% 406
2023
Q3 		$910 Hold
10
– – ﹤0.01% 304
2023
Q2 		$810 Hold
10
– – ﹤0.01% 317
2023
Q1 		$796 Buy
+10
New +$709 ﹤0.01% 316

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

Elevation Wealth Partners's NVO Position: Q2 2026 in Review

Elevation Wealth Partners increased its Novo Nordisk (NVO) stake by 257% in Q2 2026, buying an estimated $6.75K and bringing the position to 218 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Elevation Wealth Partners first reported a position in NVO in Q1 2023 and has held it in 9 quarters since. 516 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Elevation Wealth Partners held 218 shares of Novo Nordisk worth $10.5K as of Q2 2026.
  • Elevation Wealth Partners bought 157 Novo Nordisk shares in Q2 2026, an estimated $6.75K.
  • Novo Nordisk made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #795 holding.
  • Elevation Wealth Partners first reported a position in Novo Nordisk in Q1 2023 and has held it in 9 quarters since.
  • 516 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.