NEWAS
NVO

N.E.W. Advisory Services’s Novo Nordisk NVO Stock Holding History

N.E.W. Advisory Services’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 		$76K Sell
1,586
-528
-25% -$22.7K 0.01% 318
2026
Q1 		$77.7K Hold
2,114
– – 0.01% 313
2025
Q4 		$108K Buy
2,114
+100
+5% +$5.11K 0.01% 273
2025
Q3 		$112K Hold
2,014
– – 0.01% 236
2025
Q2 		$139K Buy
2,014
+486
+32% +$33.1K 0.01% 216
2025
Q1 		$106K Buy
+1,528
New +$126K 0.01% 271

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

N.E.W. Advisory Services's NVO Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Novo Nordisk (NVO) stake by 25% in Q2 2026, selling an estimated $22.7K and leaving 1,586 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #318.

N.E.W. Advisory Services first reported a position in NVO in Q1 2025 and has held it in 6 quarters since. The position peaked at $139K in Q2 2025. 959 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • N.E.W. Advisory Services held 1,586 shares of Novo Nordisk worth $76K as of Q2 2026.
  • N.E.W. Advisory Services sold 528 Novo Nordisk shares in Q2 2026, an estimated $22.7K.
  • Novo Nordisk made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #318 holding.
  • N.E.W. Advisory Services first reported a position in Novo Nordisk in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Novo Nordisk position peaked at $139K in Q2 2025.
  • 959 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.