Plante Moran Financial Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $35.2K | Buy |
735
+320
| +77% | +$13.7K | ﹤0.01% | 398 |
|
|
2026
Q1 | $15.3K | Hold |
415
| – | – | ﹤0.01% | 470 |
|
|
2025
Q4 | $21.1K | Sell |
415
-75
| -15% | -$3.83K | ﹤0.01% | 441 |
|
|
2025
Q3 | $27.2K | Hold |
490
| – | – | ﹤0.01% | 427 |
|
|
2025
Q2 | $33.8K | Hold |
490
| – | – | ﹤0.01% | 398 |
|
|
2025
Q1 | $34K | Sell |
490
-131
| -21% | -$10.8K | ﹤0.01% | 402 |
|
|
2024
Q4 | $53.4K | Buy |
621
+31
| +5% | +$3.35K | ﹤0.01% | 338 |
|
|
2024
Q3 | $70.3K | Hold |
590
| – | – | 0.01% | 337 |
|
|
2024
Q2 | $84.2K | Buy |
590
+135
| +30% | +$17.9K | 0.01% | 265 |
|
|
2024
Q1 | $58.4K | Sell |
455
-95
| -17% | -$11.3K | 0.01% | 315 |
|
|
2023
Q4 | $56.9K | Sell |
550
-440
| -44% | -$43.5K | 0.01% | 306 |
|
|
2023
Q3 | $90K | Hold |
990
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $80.1K | Hold |
990
| – | – | 0.01% | 251 |
|
|
2023
Q1 | $78.8K | Hold |
990
| – | – | 0.01% | 248 |
|
|
2022
Q4 | $67K | Buy |
990
+830
| +519% | +$48.7K | 0.01% | 279 |
|
|
2022
Q3 | $8K | Sell |
160
-190
| -54% | -$10.2K | ﹤0.01% | 622 |
|
|
2022
Q2 | $20K | Buy |
350
+190
| +119% | +$10.5K | ﹤0.01% | 468 |
|
|
2022
Q1 | $9K | Hold |
160
| – | – | ﹤0.01% | 610 |
|
|
2021
Q4 | $9K | Hold |
160
| – | – | ﹤0.01% | 702 |
|
|
2021
Q3 | $8K | Hold |
160
| – | – | ﹤0.01% | 728 |
|
|
2021
Q2 | $7K | Sell |
160
-160
| -50% | -$6.2K | ﹤0.01% | 734 |
|
|
2021
Q1 | $11K | Buy |
+320
| New | +$11.4K | ﹤0.01% | 634 |
|
|
2019
Q4 | – | Sell |
-186
| Closed | -$5K | – | 852 |
|
|
2019
Q3 | $5K | Sell |
186
-1,568
| -89% | -$39.6K | ﹤0.01% | 689 |
|
|
2019
Q2 | $45K | Hold |
1,754
| – | – | 0.01% | 359 |
|
|
2019
Q1 | $46K | Buy |
+1,754
| New | +$43.1K | 0.01% | 356 |
|
|
2018
Q3 | – | Sell |
-8,906
| Closed | -$205K | – | 823 |
|
|
2018
Q2 | $205K | Buy |
8,906
+4,220
| +90% | +$100K | 0.1% | 159 |
|
|
2018
Q1 | $115K | Buy |
4,686
+4,652
| +13,682% | +$122K | 0.06% | 214 |
|
|
2017
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 841 |
|
|
2017
Q3 | $1K | Buy |
34
+8
| +31% | +$181 | ﹤0.01% | 778 |
|
|
2017
Q2 | $1K | Sell |
26
-400
| -94% | -$8.07K | ﹤0.01% | 795 |
|
|
2017
Q1 | $7K | Sell |
426
-1,562
| -79% | -$27.2K | ﹤0.01% | 650 |
|
|
2016
Q4 | $36K | Buy |
1,988
+1,724
| +653% | +$31.3K | 0.02% | 387 |
|
|
2016
Q3 | $5K | Buy |
264
+130
| +97% | +$3.22K | ﹤0.01% | 704 |
|
|
2016
Q2 | $4K | Buy |
134
+68
| +103% | +$1.86K | ﹤0.01% | 685 |
|
|
2016
Q1 | $2K | Sell |
66
-486
| -88% | -$13K | ﹤0.01% | 736 |
|
|
2015
Q4 | $16K | Buy |
+552
| New | +$15.3K | 0.01% | 488 |
|
|
2014
Q1 | – | Sell |
-110
| Closed | -$2K | – | 672 |
|
|
2013
Q4 | $2K | Sell |
110
-880
| -89% | -$15.3K | ﹤0.01% | 627 |
|
|
2013
Q3 | $17K | Buy |
+990
| New | +$16.7K | 0.01% | 306 |
|
Other funds holding NVO
EHC
SRIM
MG
OAM
Plante Moran Financial Advisors's NVO Position: Q2 2026 in Review
Plante Moran Financial Advisors increased its Novo Nordisk (NVO) stake by 77% in Q2 2026, buying an estimated $13.7K and bringing the position to 735 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #398.
Plante Moran Financial Advisors first reported a position in NVO in Q3 2013 and has held it in 38 quarters since. The position peaked at $205K in Q2 2018. 819 funds tracked by Wall St. Rank hold NVO as of Q2 2026.
- Plante Moran Financial Advisors held 735 shares of Novo Nordisk worth $35.2K as of Q2 2026.
- Plante Moran Financial Advisors bought 320 Novo Nordisk shares in Q2 2026, an estimated $13.7K.
- Novo Nordisk made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #398 holding.
- Plante Moran Financial Advisors first reported a position in Novo Nordisk in Q3 2013 and has held it in 38 quarters since.
- Plante Moran Financial Advisors's Novo Nordisk position peaked at $205K in Q2 2018.
- 819 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.