FWM
NVO

Forza Wealth Management’s Novo Nordisk NVO Stock Holding History

Forza Wealth 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 		$382K Hold
7,966
– – 0.12% 150
2026
Q1 		$293K Hold
7,966
– – 0.1% 163
2025
Q4 		$405K Sell
7,966
-2,500
-24% -$128K 0.15% 137
2025
Q3 		$581K Sell
10,466
-1,500
-13% -$87.8K 0.22% 107
2025
Q2 		$826K Sell
11,966
-400
-3% -$27.2K 0.34% 78
2025
Q1 		$859K Sell
12,366
-300
-2% -$24.8K 0.39% 68
2024
Q4 		$1.09M Sell
12,666
-260
-2% -$28.1K 0.5% 50
2024
Q3 		$1.54M Hold
12,926
– – 0.7% 40
2024
Q2 		$1.85M Sell
12,926
-750
-5% -$99.4K 0.95% 31
2024
Q1 		$1.76M Hold
13,676
– – 0.91% 30
2023
Q4 		$1.41M Sell
13,676
-7,900
-37% -$781K 0.78% 38
2023
Q3 		$1.96M Sell
21,576
-200
-0.9% -$17.6K 1.01% 26
2023
Q2 		$1.76M Buy
21,776
+400
+2% +$32.7K 0.89% 27
2023
Q1 		$1.7M Buy
21,376
+15,006
+236% +$1.06M 0.88% 26
2022
Q4 		$431K Buy
+6,370
New +$373K 0.29% 94

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
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
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

Forza Wealth Management's NVO Position: Q2 2026 in Review

Forza Wealth Management held its Novo Nordisk (NVO) position steady in Q2 2026 at 7,966 shares worth $382K. The position accounts for 0.12% of the portfolio, ranked #150.

Forza Wealth Management first reported a position in NVO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.96M in Q3 2023. 269 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Forza Wealth Management held 7,966 shares of Novo Nordisk worth $382K as of Q2 2026.
  • Forza Wealth Management left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up 0.12% of Forza Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Forza Wealth Management first reported a position in Novo Nordisk in Q4 2022 and has held it in 15 quarters since.
  • Forza Wealth Management's Novo Nordisk position peaked at $1.96M in Q3 2023.
  • 269 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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