Next Level Wealth Planning
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Next Level Wealth Planning’s Novo Nordisk NVO Stock Holding History

Next Level Wealth 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
Q3 		$1.82K Buy
+48
New +$2.21K ﹤0.01% 472

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Next Level Wealth Planning's NVO Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Novo Nordisk (NVO) in Q3 2026: 48 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings.

696 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Next Level Wealth Planning held 48 shares of Novo Nordisk worth $1.82K as of Q3 2026.
  • Novo Nordisk was a new Next Level Wealth Planning position in Q3 2026.
  • Novo Nordisk made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #472 holding.
  • 696 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.