JWCA
NVO

J.W. Cole Advisors’s Novo Nordisk NVO Stock Holding History

J.W. Cole 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 		$782K Buy
+16,315
New +$701K 0.01% 844
2026
Q1 		– Sell
-34,691
Closed -$1.68M – 1242
2025
Q4 		$1.68M Buy
34,691
+17,653
+104% +$903K 0.04% 450
2025
Q3 		$945K Sell
17,038
-4,745
-22% -$278K 0.02% 737
2025
Q2 		$1.5M Buy
21,783
+5,517
+34% +$375K 0.03% 526
2025
Q1 		$1.13M Buy
16,266
+5,989
+58% +$495K 0.04% 501
2024
Q4 		$884K Sell
10,277
-536
-5% -$58K 0.04% 452
2024
Q3 		$1.29M Sell
10,813
-3,740
-26% -$499K 0.05% 335
2024
Q2 		$2.08M Buy
14,553
+5,322
+58% +$705K 0.1% 206
2024
Q1 		$1.18M Buy
9,231
+2,623
+40% +$312K 0.06% 311
2023
Q4 		$684K Sell
6,608
-5,432
-45% -$537K 0.04% 392
2023
Q3 		$1.09M Buy
12,040
+7,802
+184% +$687K 0.08% 240
2023
Q2 		$343K Buy
4,238
+1,340
+46% +$109K 0.02% 537
2023
Q1 		$231K Sell
2,898
-106
-4% -$7.52K 0.02% 685
2022
Q4 		$203K Buy
+3,004
New +$176K 0.02% 686
2020
Q4 		– Sell
-7,628
Closed -$265K – 797
2020
Q3 		$265K Buy
+7,628
New +$254K 0.02% 584

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

J.W. Cole Advisors's NVO Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Novo Nordisk (NVO) in Q2 2026: 16,315 shares worth $782K. The stake represents 0.01% of the portfolio and ranks #844 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in NVO as recently as Q4 2025.

J.W. Cole Advisors first reported a position in NVO in Q3 2020 and has held it in 15 quarters since. The position peaked at $2.08M in Q2 2024. 387 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • J.W. Cole Advisors held 16,315 shares of Novo Nordisk worth $782K as of Q2 2026.
  • Novo Nordisk was a new J.W. Cole Advisors position in Q2 2026.
  • Novo Nordisk made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #844 holding.
  • J.W. Cole Advisors first reported a position in Novo Nordisk in Q3 2020 and has held it in 15 quarters since.
  • J.W. Cole Advisors's Novo Nordisk position peaked at $2.08M in Q2 2024.
  • 387 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.