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
Q3 		$8.27K Hold
218
– – ﹤0.01% 962
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

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

Elevation Wealth Partners's NVO Position: Q3 2026 in Review

Elevation Wealth Partners held its Novo Nordisk (NVO) position steady in Q3 2026 at 218 shares worth $8.27K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Elevation Wealth Partners first reported a position in NVO in Q1 2023 and has held it in 10 quarters since. The position peaked at $10.5K in Q2 2026. 64 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Elevation Wealth Partners held 218 shares of Novo Nordisk worth $8.27K as of Q3 2026.
  • Elevation Wealth Partners left its Novo Nordisk share count unchanged in Q3 2026.
  • Novo Nordisk made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #962 holding.
  • Elevation Wealth Partners first reported a position in Novo Nordisk in Q1 2023 and has held it in 10 quarters since.
  • Elevation Wealth Partners's Novo Nordisk position peaked at $10.5K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.