Pinnacle Wealth Planning Services
NVO icon

Pinnacle Wealth Planning Services’s Novo Nordisk NVO Stock Holding History

Pinnacle Wealth Planning 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
Q3 		$658K Sell
17,361
-1,590
-8% -$73.3K 0.06% 185
2026
Q2 		$908K Buy
18,951
+1,729
+10% +$74.3K 0.09% 129
2026
Q1 		$633K Buy
17,222
+3,261
+23% +$155K 0.07% 176
2025
Q4 		$710K Sell
13,961
-3,199
-19% -$164K 0.07% 145
2025
Q3 		$952K Sell
17,160
-1,630
-9% -$95.4K 0.11% 104
2025
Q2 		$1.3M Buy
18,790
+3,477
+23% +$237K 0.17% 77
2025
Q1 		$1.06M Buy
15,313
+1,053
+7% +$87K 0.16% 82
2024
Q4 		$1.23M Sell
14,260
-2,451
-15% -$265K 0.18% 65
2024
Q3 		$1.99M Sell
16,711
-120
-0.7% -$16K 0.27% 50
2024
Q2 		$2.4M Sell
16,831
-101
-0.6% -$13.4K 0.34% 45
2024
Q1 		$2.17M Sell
16,932
-13
-0.1% -$1.55K 0.32% 51
2023
Q4 		$1.75M Sell
16,945
-60
-0.4% -$5.93K 0.28% 55
2023
Q3 		$1.55M Sell
17,005
-67
-0.4% -$5.9K 0.25% 54
2023
Q2 		$1.38M Sell
17,072
-868
-5% -$70.9K 0.22% 67
2023
Q1 		$1.43M Buy
17,940
+138
+0.8% +$9.8K 0.24% 62
2022
Q4 		$1.2M Buy
17,802
+482
+3% +$28.3K 0.21% 71
2022
Q3 		$863K Sell
17,320
-916
-5% -$49.1K 0.16% 87
2022
Q2 		$1.02M Buy
18,236
+2,998
+20% +$166K 0.18% 85
2022
Q1 		$846K Buy
15,238
+4,804
+46% +$247K 0.15% 105
2021
Q4 		$584K Buy
10,434
+546
+6% +$29.6K 0.11% 137
2021
Q3 		$475K Buy
9,888
+188
+2% +$9.09K 0.11% 148
2021
Q2 		$406K Buy
9,700
+144
+2% +$5.58K 0.09% 174
2021
Q1 		$322K Buy
9,556
+1,894
+25% +$67.5K 0.08% 208
2020
Q4 		$268K Buy
7,662
+1,398
+22% +$48.3K 0.06% 220
2020
Q3 		$217K Buy
6,264
+14
+0.2% +$467 0.07% 220
2020
Q2 		$205K Sell
6,250
-554
-8% -$17.7K 0.07% 223
2020
Q1 		$204K Buy
+6,804
New +$203K 0.1% 192

Other funds holding NVO

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pinnacle Wealth Planning Services's NVO Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Novo Nordisk (NVO) stake by 8.4% in Q3 2026, selling an estimated $73.3K and leaving 17,361 shares worth $658K. The position accounts for 0.06% of the portfolio, ranked #185.

Pinnacle Wealth Planning Services first reported a position in NVO in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.4M in Q2 2024. 923 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Pinnacle Wealth Planning Services held 17,361 shares of Novo Nordisk worth $658K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 1,590 Novo Nordisk shares in Q3 2026, an estimated $73.3K.
  • Novo Nordisk made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #185 holding.
  • Pinnacle Wealth Planning Services first reported a position in Novo Nordisk in Q1 2020 and has held it in 27 quarters since.
  • Pinnacle Wealth Planning Services's Novo Nordisk position peaked at $2.4M in Q2 2024.
  • 923 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.