KWA
NVO

Kingswood Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Kingswood 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 		$510K Sell
10,646
-381
-3% -$16.4K 0.02% 603
2026
Q1 		$405K Sell
11,027
-4,786
-30% -$227K 0.02% 610
2025
Q4 		$805K Buy
15,813
+3,869
+32% +$198K 0.04% 392
2025
Q3 		$663K Buy
11,944
+7,741
+184% +$453K 0.04% 404
2025
Q2 		$290K Sell
4,203
-507
-11% -$34.5K 0.02% 583
2025
Q1 		$326K Sell
4,710
-4,112
-47% -$340K 0.03% 514
2024
Q4 		$759K Sell
8,822
-27,208
-76% -$2.94M 0.06% 331
2024
Q3 		$4.29M Buy
36,030
+7,473
+26% +$997K 0.31% 73
2024
Q2 		$4.08M Buy
28,557
+14,188
+99% +$1.88M 0.37% 57
2024
Q1 		$1.84M Sell
14,369
-9,361
-39% -$1.11M 0.21% 120
2023
Q4 		$2.45M Sell
23,730
-9,275
-28% -$917K 0.28% 76
2023
Q3 		$3M Buy
33,005
+18,675
+130% +$1.65M 0.51% 46
2023
Q2 		$1.16M Buy
+14,330
New +$1.17M 0.37% 67

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its Novo Nordisk (NVO) stake by 3.5% in Q2 2026, selling an estimated $16.4K and leaving 10,646 shares worth $510K. The position accounts for 0.02% of the portfolio, ranked #603.

Kingswood Wealth Advisors first reported a position in NVO in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.29M in Q3 2024. 423 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Kingswood Wealth Advisors held 10,646 shares of Novo Nordisk worth $510K as of Q2 2026.
  • Kingswood Wealth Advisors sold 381 Novo Nordisk shares in Q2 2026, an estimated $16.4K.
  • Novo Nordisk made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #603 holding.
  • Kingswood Wealth Advisors first reported a position in Novo Nordisk in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Novo Nordisk position peaked at $4.29M in Q3 2024.
  • 423 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.