GWM
NVO

Gilpin Wealth Management’s Novo Nordisk NVO Stock Holding History

Gilpin 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
Q3 		$54.9K Buy
1,448
+139
+11% +$6.41K 0.04% 227
2026
Q2 		$62.8K Hold
1,309
– – 0.04% 203
2026
Q1 		$48.1K Hold
1,309
– – 0.04% 197
2025
Q4 		$66.6K Buy
+1,309
New +$66.9K 0.05% 178

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

Gilpin Wealth Management's NVO Position: Q3 2026 in Review

Gilpin Wealth Management increased its Novo Nordisk (NVO) stake by 11% in Q3 2026, buying an estimated $6.41K and bringing the position to 1,448 shares worth $54.9K. The position accounts for 0.04% of the portfolio, ranked #227.

Gilpin Wealth Management first reported a position in NVO in Q4 2025 and has held it in 4 quarters since. The position peaked at $66.6K in Q4 2025. 64 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Gilpin Wealth Management held 1,448 shares of Novo Nordisk worth $54.9K as of Q3 2026.
  • Gilpin Wealth Management bought 139 Novo Nordisk shares in Q3 2026, an estimated $6.41K.
  • Novo Nordisk made up 0.04% of Gilpin Wealth Management's portfolio in Q3 2026, its #227 holding.
  • Gilpin Wealth Management first reported a position in Novo Nordisk in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Novo Nordisk position peaked at $66.6K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.