GA
NVO

GoalVest Advisory’s Novo Nordisk NVO Stock Holding History

GoalVest Advisory’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 		$1.93K Hold
51
– – ﹤0.01% 656
2026
Q2 		$2.44K Hold
51
– – ﹤0.01% 441
2026
Q1 		$1.87K Hold
51
– – ﹤0.01% 424
2025
Q4 		$2.6K Sell
51
-50
-50% -$2.56K ﹤0.01% 490
2025
Q3 		$5.6K Sell
101
-1,750
-95% -$102K ﹤0.01% 357
2025
Q2 		$128K Buy
1,851
+14
+0.8% +$952 0.03% 153
2025
Q1 		$128K Sell
1,837
-250
-12% -$20.6K 0.04% 138
2024
Q4 		$180K Hold
2,087
– – 0.05% 120
2024
Q3 		$248K Hold
2,087
– – 0.07% 96
2024
Q2 		$298K Buy
2,087
+1,960
+1,543% +$260K 0.1% 86
2024
Q1 		$16.3K Buy
+127
New +$15.1K 0.01% 282
2021
Q1 		– Sell
-14,104
Closed -$493K – 210
2020
Q4 		$493K Buy
+14,104
New +$487K 0.41% 72

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

GoalVest Advisory's NVO Position: Q3 2026 in Review

GoalVest Advisory held its Novo Nordisk (NVO) position steady in Q3 2026 at 51 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

GoalVest Advisory first reported a position in NVO in Q4 2020 and has held it in 12 quarters since. The position peaked at $493K in Q4 2020. 64 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • GoalVest Advisory held 51 shares of Novo Nordisk worth $1.93K as of Q3 2026.
  • GoalVest Advisory left its Novo Nordisk share count unchanged in Q3 2026.
  • Novo Nordisk made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #656 holding.
  • GoalVest Advisory first reported a position in Novo Nordisk in Q4 2020 and has held it in 12 quarters since.
  • GoalVest Advisory's Novo Nordisk position peaked at $493K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.