HCR Wealth Advisors’s Novo Nordisk NVO Stock Holding History

HCR Wealth Advisors’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	$284K	Sell	5,913 -1,672	-22%	-$71.8K	0.03%	217
2026 Q1	$279K	Sell	7,585 -2,755	-27%	-$131K	0.03%	203
2025 Q4	$526K	Sell	10,340 -7,813	-43%	-$400K	0.05%	146
2025 Q3	$1.07M	Buy	18,153 +240	+1%	+$14K	0.11%	102
2025 Q2	$1.24M	Buy	17,913 +3,430	+24%	+$233K	0.15%	91
2025 Q1	$1.01M	Buy	14,483 +2,763	+24%	+$228K	0.13%	99
2024 Q4	$1.01M	Sell	11,720 -234	-2%	-$25.3K	0.13%	100
2024 Q3	$1.42M	Buy	11,954 +3,227	+37%	+$430K	0.19%	84
2024 Q2	$1.25M	Buy	8,727 +1,358	+18%	+$180K	0.18%	82
2024 Q1	$946K	Buy	+7,369	New	+$877K	0.14%	99

Other funds holding NVO

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Altrafin AG Zurich $255M AUM 21.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return