FAM
NVO

Formidable Asset Management’s Novo Nordisk NVO Stock Holding History

Formidable Asset Management’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 		– Sell
-4,597
Closed -$234K – 407
2026
Q1 		$234K Sell
4,597
-3,097
-40% -$147K 0.04% 350
2025
Q4 		$427K Sell
7,694
-15,268
-66% -$781K 0.06% 268
2025
Q3 		$1.58M Buy
22,962
+7,014
+44% +$411K 0.25% 78
2025
Q2 		$1.11M Hold
15,948
– – 0.19% 107
2025
Q1 		$1.11M Buy
15,948
+1,372
+9% +$113K 0.19% 106
2024
Q4 		$1.25M Buy
14,576
+7,857
+117% +$850K 0.21% 93
2024
Q3 		$800K Buy
+6,719
New +$896K 0.13% 155

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
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 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

Formidable Asset Management's NVO Position: Q2 2026 in Review

Formidable Asset Management sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 4,597 shares — an estimated $234K sold.

Formidable Asset Management first reported a position in NVO in Q3 2024 and held it in 7 quarters. The position peaked at $1.58M in Q3 2025. 240 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Formidable Asset Management reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Formidable Asset Management sold 4,597 Novo Nordisk shares in Q2 2026, an estimated $234K.
  • Formidable Asset Management first reported a position in Novo Nordisk in Q3 2024 and held it in 7 quarters.
  • Formidable Asset Management's Novo Nordisk position peaked at $1.58M in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.