HSA
NVO

HBK Sorce Advisory’s Novo Nordisk NVO Stock Holding History

HBK Sorce 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
Q2 		$784K Buy
17,615
+1,134
+7% +$48.7K 0.01% 300
2026
Q1 		$759K Buy
16,481
+2,154
+15% +$102K 0.02% 295
2025
Q4 		$683K Buy
14,327
+3,163
+28% +$162K 0.02% 300
2025
Q3 		$633K Buy
11,164
+313
+3% +$18.3K 0.02% 308
2025
Q2 		$749K Sell
10,851
-303
-3% -$20.6K 0.02% 275
2025
Q1 		$775K Buy
11,154
+1,302
+13% +$108K 0.02% 256
2024
Q4 		$847K Sell
9,852
-3,230
-25% -$349K 0.03% 245
2024
Q3 		$1.56M Sell
13,082
-445
-3% -$59.3K 0.05% 165
2024
Q2 		$1.93M Buy
13,527
+730
+6% +$96.7K 0.07% 140
2024
Q1 		$1.64M Buy
12,797
+1,603
+14% +$191K 0.06% 161
2023
Q4 		$1.16M Sell
11,194
-241
-2% -$23.8K 0.04% 185
2023
Q3 		$1.04M Buy
11,435
+4,501
+65% +$396K 0.05% 189
2023
Q2 		$561K Sell
6,934
-62
-0.9% -$5.07K 0.02% 304
2023
Q1 		$557K Sell
6,996
-7,736
-53% -$549K 0.03% 304
2022
Q4 		$997K Buy
14,732
+7,384
+100% +$433K 0.03% 286
2022
Q3 		$366K Sell
7,348
-70
-0.9% -$3.75K 0.02% 321
2022
Q2 		$413K Sell
7,418
-18
-0.2% -$999 0.03% 270
2022
Q1 		$413K Sell
7,436
-24
-0.3% -$1.23K 0.02% 331
2021
Q4 		$418K Sell
7,460
-6
-0.1% -$325 0.02% 370
2021
Q3 		$358K Buy
7,466
+34
+0.5% +$1.64K 0.02% 394
2021
Q2 		$311K Sell
7,432
-224
-3% -$8.68K 0.02% 440
2021
Q1 		$258K Sell
7,656
-206
-3% -$7.34K 0.02% 437
2020
Q4 		$275K Buy
7,862
+1,966
+33% +$68K 0.02% 401
2020
Q3 		$205K Sell
5,896
-772
-12% -$25.7K 0.01% 421
2020
Q2 		$218K Buy
+6,668
New +$213K 0.02% 389

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

HBK Sorce Advisory's NVO Position: Q2 2026 in Review

HBK Sorce Advisory increased its Novo Nordisk (NVO) stake by 6.9% in Q2 2026, buying an estimated $48.7K and bringing the position to 17,615 shares worth $784K. The position accounts for 0.01% of the portfolio, ranked #300.

HBK Sorce Advisory first reported a position in NVO in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.93M in Q2 2024. 819 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • HBK Sorce Advisory held 17,615 shares of Novo Nordisk worth $784K as of Q2 2026.
  • HBK Sorce Advisory bought 1,134 Novo Nordisk shares in Q2 2026, an estimated $48.7K.
  • Novo Nordisk made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #300 holding.
  • HBK Sorce Advisory first reported a position in Novo Nordisk in Q2 2020 and has held it in 25 quarters since.
  • HBK Sorce Advisory's Novo Nordisk position peaked at $1.93M in Q2 2024.
  • 819 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.