HWA
NVO

Heartwood Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Heartwood 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
Q3 		$1.08M Sell
28,576
-479
-2% -$22.1K 0.09% 102
2026
Q2 		$1.39M Buy
29,055
+4,718
+19% +$203K 0.11% 87
2026
Q1 		$894K Buy
+24,337
New +$1.15M 0.08% 103

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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Heartwood Wealth Advisors's NVO Position: Q3 2026 in Review

Heartwood Wealth Advisors reduced its Novo Nordisk (NVO) stake by 1.6% in Q3 2026, selling an estimated $22.1K and leaving 28,576 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #102.

Heartwood Wealth Advisors first reported a position in NVO in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.39M in Q2 2026. 64 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Heartwood Wealth Advisors held 28,576 shares of Novo Nordisk worth $1.08M as of Q3 2026.
  • Heartwood Wealth Advisors sold 479 Novo Nordisk shares in Q3 2026, an estimated $22.1K.
  • Novo Nordisk made up 0.09% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #102 holding.
  • Heartwood Wealth Advisors first reported a position in Novo Nordisk in Q1 2026 and has held it in 3 quarters since.
  • Heartwood Wealth Advisors's Novo Nordisk position peaked at $1.39M in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.