LFA
NVO

Lauterbach Financial Advisors’s Novo Nordisk NVO Stock Holding History

Lauterbach 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 		$378K Hold
7,877
– – 0.16% 67
2026
Q1 		$289K Hold
7,877
– – 0.14% 66
2025
Q4 		$401K Buy
+7,877
New +$403K 0.2% 59

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

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

Lauterbach Financial Advisors held its Novo Nordisk (NVO) position steady in Q2 2026 at 7,877 shares worth $378K. The position accounts for 0.16% of the portfolio, ranked #67.

Lauterbach Financial Advisors first reported a position in NVO in Q4 2025 and has held it in 3 quarters since. The position peaked at $401K in Q4 2025. 443 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Lauterbach Financial Advisors held 7,877 shares of Novo Nordisk worth $378K as of Q2 2026.
  • Lauterbach Financial Advisors left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up 0.16% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • Lauterbach Financial Advisors first reported a position in Novo Nordisk in Q4 2025 and has held it in 3 quarters since.
  • Lauterbach Financial Advisors's Novo Nordisk position peaked at $401K in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.