FLP
NVO

Financial Life Planners’s Novo Nordisk NVO Stock Holding History

Financial Life Planners’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 		$29.6K Buy
617
+14
+2% +$602 0.02% 161
2026
Q1 		$22.2K Buy
+603
New +$28.6K 0.02% 181
2025
Q4 		– Sell
-603
Closed -$33.5K – 245
2025
Q3 		$33.5K Buy
+603
New +$35.3K 0.02% 158
2025
Q1 		– Sell
-591
Closed -$50.8K – 283
2024
Q4 		$50.8K Buy
+591
New +$63.9K 0.04% 116

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Financial Life Planners's NVO Position: Q2 2026 in Review

Financial Life Planners increased its Novo Nordisk (NVO) stake by 2.3% in Q2 2026, buying an estimated $602 and bringing the position to 617 shares worth $29.6K. The position accounts for 0.02% of the portfolio, ranked #161.

Financial Life Planners first reported a position in NVO in Q4 2024 and has held it in 4 quarters since. The position peaked at $50.8K in Q4 2024. 580 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Financial Life Planners held 617 shares of Novo Nordisk worth $29.6K as of Q2 2026.
  • Financial Life Planners bought 14 Novo Nordisk shares in Q2 2026, an estimated $602.
  • Novo Nordisk made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #161 holding.
  • Financial Life Planners first reported a position in Novo Nordisk in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's Novo Nordisk position peaked at $50.8K in Q4 2024.
  • 580 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.