KFP
NVO

Keystone Financial Planning’s Novo Nordisk NVO Stock Holding History

Keystone Financial Planning’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 		$336K Buy
+7,014
New +$301K 0.09% 37
2024
Q3 		– Sell
-1,425
Closed -$203K – 48
2024
Q2 		$203K Buy
+1,425
New +$189K 0.07% 49
2014
Q1 		– Sell
-1,220
Closed -$23K – 76
2013
Q4 		$23K Buy
+1,220
New +$21.3K 0.02% 71

Other funds holding NVO

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
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Keystone Financial Planning's NVO Position: Q2 2026 in Review

Keystone Financial Planning opened a new position in Novo Nordisk (NVO) in Q2 2026: 7,014 shares worth $336K. The stake represents 0.09% of the portfolio and ranks #37 among its holdings. This is a return to the name: Keystone Financial Planning previously reported a position in NVO as recently as Q2 2024.

Keystone Financial Planning first reported a position in NVO in Q4 2013 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Keystone Financial Planning held 7,014 shares of Novo Nordisk worth $336K as of Q2 2026.
  • Novo Nordisk was a new Keystone Financial Planning position in Q2 2026.
  • Novo Nordisk made up 0.09% of Keystone Financial Planning's portfolio in Q2 2026, its #37 holding.
  • Keystone Financial Planning first reported a position in Novo Nordisk in Q4 2013 and has held it in 3 quarters since.
  • 229 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.