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Essential Partners’s Novo Nordisk NVO Stock Holding History

Essential 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 		$2.84K Hold
75
– – ﹤0.01% 1777
2026
Q2 		$3.6K Buy
75
+28
+60% +$1.2K ﹤0.01% 1694
2026
Q1 		$1.73K Buy
+47
New +$2.23K ﹤0.01% 2063
2025
Q4 		– Sell
-67
Closed -$3.72K – 2873
2025
Q3 		$3.72K Buy
+67
New +$3.92K ﹤0.01% 1540

Other funds holding NVO

EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Essential Partners's NVO Position: Q3 2026 in Review

Essential Partners held its Novo Nordisk (NVO) position steady in Q3 2026 at 75 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Essential Partners first reported a position in NVO in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.72K in Q3 2025. 164 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Essential Partners held 75 shares of Novo Nordisk worth $2.84K as of Q3 2026.
  • Essential Partners left its Novo Nordisk share count unchanged in Q3 2026.
  • Novo Nordisk made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1777 holding.
  • Essential Partners first reported a position in Novo Nordisk in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Novo Nordisk position peaked at $3.72K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.