MSWA
NVO

Marshall & Sterling Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Marshall & Sterling 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 		$10.7K Buy
223
+5
+2% +$215 0.01% 236
2026
Q1 		$8.01K Hold
218
– – 0.01% 243
2025
Q4 		$11.1K Buy
218
+47
+27% +$2.4K 0.01% 228
2025
Q3 		$9.48K Sell
171
-16
-9% -$937 0.01% 357
2025
Q2 		$12.8K Buy
187
+3
+2% +$204 0.01% 297
2025
Q1 		$12.8K Buy
184
+46
+33% +$3.8K 0.01% 289
2024
Q4 		$11.8K Buy
+138
New +$14.9K 0.01% 223

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
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
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
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

Marshall & Sterling Wealth Advisors's NVO Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Novo Nordisk (NVO) stake by 2.3% in Q2 2026, buying an estimated $215 and bringing the position to 223 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #236.

Marshall & Sterling Wealth Advisors first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.8K in Q2 2025. 302 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 223 shares of Novo Nordisk worth $10.7K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 5 Novo Nordisk shares in Q2 2026, an estimated $215.
  • Novo Nordisk made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #236 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Novo Nordisk position peaked at $12.8K in Q2 2025.
  • 302 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.