HWA
NVO

HHM Wealth Advisors’s Novo Nordisk NVO Stock Holding History

HHM 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 		$4.32K Hold
90
– – ﹤0.01% 742
2026
Q1 		$3.31K Hold
90
– – ﹤0.01% 766
2025
Q4 		$4.58K Hold
90
– – ﹤0.01% 715
2025
Q3 		$5K Hold
90
– – ﹤0.01% 724
2025
Q2 		$6.21K Sell
90
-2
-2% -$136 ﹤0.01% 668
2025
Q1 		$6.39K Buy
92
+2
+2% +$165 ﹤0.01% 649
2024
Q4 		$7.74K Sell
90
-40
-31% -$4.33K ﹤0.01% 628
2024
Q3 		$15.5K Buy
130
+90
+225% +$12K ﹤0.01% 504
2024
Q2 		$5.71K Sell
40
-390
-91% -$51.7K ﹤0.01% 622
2024
Q1 		$55.2K Hold
430
– – 0.01% 281
2023
Q4 		$44.5K Sell
430
-74
-15% -$7.32K 0.01% 308
2023
Q3 		$45.8K Hold
504
– – 0.01% 282
2023
Q2 		$40.8K Sell
504
-1,160
-70% -$94.8K 0.01% 314
2023
Q1 		$132K Sell
1,664
-2
-0.1% -$142 0.03% 170
2022
Q4 		$113K Sell
1,666
-1,234
-43% -$72.3K 0.03% 165
2022
Q3 		$144K Sell
2,900
-170
-6% -$9.11K 0.04% 132
2022
Q2 		$171K Buy
3,070
+590
+24% +$32.7K 0.04% 139
2022
Q1 		$138K Hold
2,480
– – 0.03% 181
2021
Q4 		$139K Hold
2,480
– – 0.03% 180
2021
Q3 		$119K Hold
2,480
– – 0.03% 186
2021
Q2 		$104K Hold
2,480
– – 0.03% 200
2021
Q1 		$84K Hold
2,480
– – 0.03% 211
2020
Q4 		$87K Hold
2,480
– – 0.03% 189
2020
Q3 		$86K Hold
2,480
– – 0.03% 169
2020
Q2 		$81K Hold
2,480
– – 0.03% 171
2020
Q1 		$75K Buy
+2,480
New +$73.8K 0.04% 157

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

HHM Wealth Advisors's NVO Position: Q2 2026 in Review

HHM Wealth Advisors held its Novo Nordisk (NVO) position steady in Q2 2026 at 90 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

HHM Wealth Advisors first reported a position in NVO in Q1 2020 and has held it in 26 quarters since. The position peaked at $171K in Q2 2022. 412 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • HHM Wealth Advisors held 90 shares of Novo Nordisk worth $4.32K as of Q2 2026.
  • HHM Wealth Advisors left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #742 holding.
  • HHM Wealth Advisors first reported a position in Novo Nordisk in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Novo Nordisk position peaked at $171K in Q2 2022.
  • 412 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.