OW
NVO

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
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

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Olistico Wealth's NVO Position: Q2 2026 in Review

Olistico Wealth held its Novo Nordisk (NVO) position steady in Q2 2026 at 16 shares worth $767. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Olistico Wealth first reported a position in NVO in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.04M in Q2 2024. 205 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Olistico Wealth held 16 shares of Novo Nordisk worth $767 as of Q2 2026.
  • Olistico Wealth left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #322 holding.
  • Olistico Wealth first reported a position in Novo Nordisk in Q4 2022 and has held it in 12 quarters since.
  • Olistico Wealth's Novo Nordisk position peaked at $1.04M in Q2 2024.
  • 205 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.