Heritage Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Heritage 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 Q1	$38.6K	Hold	1,050	–	–	﹤0.01%	361
2025 Q4	$53.4K	Hold	1,050	–	–	﹤0.01%	316
2025 Q3	$58.3K	Hold	1,050	–	–	﹤0.01%	291
2025 Q2	$72.5K	Hold	1,050	–	–	﹤0.01%	270
2025 Q1	$72.9K	Sell	1,050 -800	-43%	-$66.1K	﹤0.01%	271
2024 Q4	$159K	Hold	1,850	–	–	0.01%	223
2024 Q3	$220K	Hold	1,850	–	–	0.01%	203
2024 Q2	$264K	Hold	1,850	–	–	0.01%	179
2024 Q1	$238K	Hold	1,850	–	–	0.01%	198
2023 Q4	$191K	Hold	1,850	–	–	0.01%	218
2023 Q3	$168K	Hold	1,850	–	–	0.01%	212
2023 Q2	$150K	Hold	1,850	–	–	0.01%	227
2023 Q1	$147K	Hold	1,850	–	–	0.01%	229
2022 Q4	$125K	Hold	1,850	–	–	0.01%	246
2022 Q3	$92.2K	Hold	1,850	–	–	0.01%	257
2022 Q2	$103K	Buy	+1,850	New	+$103K	0.01%	255
2020 Q1	–	Sell	-178	Closed	-$5.15K	–	542
2019 Q4	$5.15K	Buy	+178	New	+$4.93K	﹤0.01%	442
2019 Q3	–	Sell	-640	Closed	-$16.3K	–	459
2019 Q2	$16.3K	Hold	640	–	–	﹤0.01%	356
2019 Q1	$16.7K	Hold	640	–	–	﹤0.01%	322
2018 Q4	$14K	Hold	640	–	–	﹤0.01%	286
2018 Q3	$15K	Buy	+640	New	+$15.6K	﹤0.01%	282

Other funds holding NVO

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Heritage Wealth Advisors's NVO Position: Q1 2026 in Review

Heritage Wealth Advisors held its Novo Nordisk (NVO) position steady in Q1 2026 at 1,050 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Heritage Wealth Advisors first reported a position in NVO in Q3 2018 and has held it in 21 quarters since. The position peaked at $264K in Q2 2024. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Heritage Wealth Advisors held 1,050 shares of Novo Nordisk worth $38.6K as of Q1 2026.
Heritage Wealth Advisors left its Novo Nordisk share count unchanged in Q1 2026.
Novo Nordisk made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #361 holding.
Heritage Wealth Advisors first reported a position in Novo Nordisk in Q3 2018 and has held it in 21 quarters since.
Heritage Wealth Advisors's Novo Nordisk position peaked at $264K in Q2 2024.
1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.