JFA
NVO

JNBA Financial Advisors’s Novo Nordisk NVO Stock Holding History

JNBA Financial 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 		$80.3K Hold
1,676
– – 0.01% 269
2026
Q1 		$61.6K Hold
1,676
– – 0.01% 280
2025
Q4 		$85.3K Hold
1,676
– – 0.01% 255
2025
Q3 		$93K Hold
1,676
– – 0.01% 237
2025
Q2 		$116K Sell
1,676
-310
-16% -$21.1K 0.01% 207
2025
Q1 		$138K Hold
1,986
– – 0.01% 196
2024
Q4 		$171K Sell
1,986
-201
-9% -$21.7K 0.02% 182
2024
Q3 		$260K Sell
2,187
-2,000
-48% -$267K 0.03% 167
2024
Q2 		$598K Sell
4,187
-1,387
-25% -$184K 0.06% 120
2024
Q1 		$716K Buy
5,574
+164
+3% +$19.5K 0.08% 116
2023
Q4 		$560K Sell
5,410
-158
-3% -$15.6K 0.06% 125
2023
Q3 		$506K Hold
5,568
– – 0.06% 125
2023
Q2 		$451K Hold
5,568
– – 0.05% 135
2023
Q1 		$443K Sell
5,568
-50
-0.9% -$3.55K 0.06% 134
2022
Q4 		$380K Sell
5,618
-5,080
-47% -$298K 0.05% 145
2022
Q3 		$533K Sell
10,698
-2,426
-18% -$130K 0.08% 120
2022
Q2 		$731K Sell
13,124
-220
-2% -$12.2K 0.11% 106
2022
Q1 		$741K Hold
13,344
– – 0.1% 110
2021
Q4 		$747K Hold
13,344
– – 0.09% 106
2021
Q3 		$641K Hold
13,344
– – 0.09% 110
2021
Q2 		$559K Hold
13,344
– – 0.08% 115
2021
Q1 		$450K Hold
13,344
– – 0.07% 125
2020
Q4 		$466K Buy
13,344
+600
+5% +$20.7K 0.08% 114
2020
Q3 		$442K Hold
12,744
– – 0.09% 100
2020
Q2 		$417K Hold
12,744
– – 0.09% 104
2020
Q1 		$384K Hold
12,744
– – 0.09% 101
2019
Q4 		$369K Hold
12,744
– – 0.07% 110
2019
Q3 		$329K Hold
12,744
– – 0.07% 113
2019
Q2 		$325K Buy
12,744
+1,290
+11% +$31.9K 0.07% 117
2019
Q1 		$300K Buy
11,454
+10,454
+1,045% +$257K 0.06% 118
2018
Q4 		$23K Buy
+1,000
New +$22.2K 0.01% 286
2018
Q3 		– Sell
-1,000
Closed -$23K – 632
2018
Q2 		$23K Hold
1,000
– – ﹤0.01% 298
2018
Q1 		$25K Sell
1,000
-1,240
-55% -$32.6K 0.01% 289
2017
Q4 		$60K Hold
2,240
– – 0.01% 207
2017
Q3 		$54K Sell
2,240
-3,958
-64% -$89.4K 0.01% 205
2017
Q2 		$133K Hold
6,198
– – 0.03% 145
2017
Q1 		$106K Sell
6,198
-676
-10% -$11.8K 0.03% 159
2016
Q4 		$123K Buy
6,874
+2,590
+60% +$47K 0.03% 150
2016
Q3 		$89K Sell
4,284
-2,514
-37% -$62.3K 0.01% 391
2016
Q2 		$183K Sell
6,798
-292
-4% -$8.01K 0.05% 123
2016
Q1 		$192K Sell
7,090
-4,800
-40% -$129K 0.07% 104
2015
Q4 		$345K Sell
11,890
-350
-3% -$9.69K 0.13% 73
2015
Q3 		$332K Sell
12,240
-1,400
-10% -$39.6K 0.14% 67
2015
Q2 		$373K Sell
13,640
-2,450
-15% -$68.9K 0.14% 66
2015
Q1 		$430K Hold
16,090
– – 0.17% 61
2014
Q4 		$340K Buy
16,090
+2,800
+21% +$62.5K 0.14% 70
2014
Q3 		$316K Buy
13,290
+190
+1% +$4.37K 0.14% 68
2014
Q2 		$303K Buy
13,100
+200
+2% +$4.42K 0.15% 71
2014
Q1 		$294K Hold
12,900
– – 0.15% 67
2013
Q4 		$238K Hold
12,900
– – 0.13% 78
2013
Q3 		$218K Buy
12,900
+2,400
+23% +$40.4K 0.14% 81
2013
Q2 		$163K Buy
+10,500
New +$175K 0.11% 89

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
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

JNBA Financial Advisors's NVO Position: Q2 2026 in Review

JNBA Financial Advisors held its Novo Nordisk (NVO) position steady in Q2 2026 at 1,676 shares worth $80.3K. The position accounts for 0.01% of the portfolio, ranked #269.

JNBA Financial Advisors first reported a position in NVO in Q2 2013 and has held it in 52 quarters since. The position peaked at $747K in Q4 2021. 436 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • JNBA Financial Advisors held 1,676 shares of Novo Nordisk worth $80.3K as of Q2 2026.
  • JNBA Financial Advisors left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #269 holding.
  • JNBA Financial Advisors first reported a position in Novo Nordisk in Q2 2013 and has held it in 52 quarters since.
  • JNBA Financial Advisors's Novo Nordisk position peaked at $747K in Q4 2021.
  • 436 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.