Olistico Wealth’s Novo Nordisk NVO Stock Holding History

Olistico Wealth’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	$607	Hold	16	–	–	﹤0.01%	346
2026 Q2	$767	Hold	16	–	–	﹤0.01%	322
2026 Q1	$588	Sell	16 -885	-98%	-$41.9K	﹤0.01%	334
2025 Q4	$45.8K	Buy	+901	New	+$46.1K	0.02%	166
2025 Q3	–	Sell	-755	Closed	-$52.1K	–	259
2025 Q2	$52.1K	Sell	755 -2,207	-75%	-$150K	0.03%	163
2025 Q1	$206K	Sell	2,962 -301	-9%	-$24.9K	0.13%	96
2024 Q4	$281K	Sell	3,263 -4,468	-58%	-$483K	0.16%	84
2024 Q3	$921K	Buy	7,731 +460	+6%	+$61.3K	0.56%	35
2024 Q2	$1.04M	Buy	7,271 +10	+0.1%	+$1.32K	0.66%	32
2024 Q1	$932K	Buy	7,261 +4,691	+183%	+$558K	0.67%	33
2023 Q4	$266K	Buy	2,570 +200	+8%	+$19.8K	0.21%	93
2023 Q3	$216K	Buy	+2,370	New	+$209K	0.19%	100
2023 Q1	–	Sell	-6,660	Closed	-$451K	–	104
2022 Q4	$451K	Buy	+6,660	New	+$390K	0.49%	57

Other funds holding NVO

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Olistico Wealth's NVO Position: Q3 2026 in Review

Olistico Wealth held its Novo Nordisk (NVO) position steady in Q3 2026 at 16 shares worth $607. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Olistico Wealth first reported a position in NVO in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.04M in Q2 2024. 816 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

Olistico Wealth held 16 shares of Novo Nordisk worth $607 as of Q3 2026.
Olistico Wealth left its Novo Nordisk share count unchanged in Q3 2026.
Novo Nordisk made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #346 holding.
Olistico Wealth first reported a position in Novo Nordisk in Q4 2022 and has held it in 13 quarters since.
Olistico Wealth's Novo Nordisk position peaked at $1.04M in Q2 2024.
816 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.