PFS
NVO

Prospera Financial Services’s Novo Nordisk NVO Stock Holding History

Prospera Financial 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
Q2 		$14.8M Sell
308,903
-6,367
-2% -$274K 0.22% 100
2026
Q1 		$11.6M Sell
315,270
-126,588
-29% -$6M 0.19% 124
2025
Q4 		$22.5M Buy
441,858
+21,063
+5% +$1.08M 0.37% 53
2025
Q3 		$23.4M Buy
420,795
+42,789
+11% +$2.5M 0.4% 41
2025
Q2 		$26.1M Buy
378,006
+275,104
+267% +$18.7M 0.49% 39
2025
Q1 		$7.15M Buy
102,902
+5,701
+6% +$471K 0.16% 137
2024
Q4 		$8.36M Buy
97,201
+10,731
+12% +$1.16M 0.19% 120
2024
Q3 		$10.3M Buy
86,470
+10,562
+14% +$1.41M 0.26% 81
2024
Q2 		$10.8M Buy
75,908
+6,250
+9% +$828K 0.3% 74
2024
Q1 		$8.94M Sell
69,658
-8,203
-11% -$976K 0.27% 81
2023
Q4 		$8.05M Buy
77,861
+2,831
+4% +$280K 0.27% 78
2023
Q3 		$6.82M Buy
75,030
+2,670
+4% +$235K 0.26% 83
2023
Q2 		$5.86M Buy
72,360
+26,352
+57% +$2.15M 0.22% 109
2023
Q1 		$3.66M Sell
46,008
-600
-1% -$42.5K 0.15% 165
2022
Q4 		$3.15M Buy
46,608
+1,766
+4% +$104K 0.16% 152
2022
Q3 		$2.23M Sell
44,842
-8,626
-16% -$462K 0.12% 216
2022
Q2 		$2.98M Buy
53,468
+2,500
+5% +$139K 0.15% 171
2022
Q1 		$2.83M Buy
50,968
+20,146
+65% +$1.03M 0.12% 215
2021
Q4 		$1.73M Sell
30,822
-1,974
-6% -$107K 0.07% 296
2021
Q3 		$1.57M Sell
32,796
-566
-2% -$27.4K 0.08% 289
2021
Q2 		$1.4M Buy
33,362
+28
+0.1% +$1.08K 0.07% 318
2021
Q1 		$1.12M Buy
33,334
+4,310
+15% +$154K 0.07% 316
2020
Q4 		$1.01M Buy
29,024
+27,160
+1,457% +$939K 0.07% 295
2020
Q3 		$65K Sell
1,864
-26,074
-93% -$869K 0.02% 533
2020
Q2 		$915K Buy
27,938
+2,884
+12% +$92K 0.08% 245
2020
Q1 		$754K Sell
25,054
-1,068
-4% -$31.8K 0.08% 235
2019
Q4 		$756K Buy
26,122
+7,860
+43% +$218K 0.06% 300
2019
Q3 		$472K Sell
18,262
-5,886
-24% -$149K 0.05% 320
2019
Q2 		$611K Buy
24,148
+8,946
+59% +$221K 0.07% 244
2019
Q1 		$390K Buy
15,202
+4,966
+49% +$122K 0.13% 206
2018
Q4 		$242K Buy
+10,236
New +$227K 0.05% 331

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
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
AA
Altrafin AG Zurich $255M AUM 21.67% 1-Year Est. Return

Prospera Financial Services's NVO Position: Q2 2026 in Review

Prospera Financial Services reduced its Novo Nordisk (NVO) stake by 2% in Q2 2026, selling an estimated $274K and leaving 308,903 shares worth $14.8M. The position accounts for 0.22% of the portfolio, ranked #100.

Prospera Financial Services first reported a position in NVO in Q4 2018 and has held it in 31 quarters since. The position peaked at $26.1M in Q2 2025. 205 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Prospera Financial Services held 308,903 shares of Novo Nordisk worth $14.8M as of Q2 2026.
  • Prospera Financial Services sold 6,367 Novo Nordisk shares in Q2 2026, an estimated $274K.
  • Novo Nordisk made up 0.22% of Prospera Financial Services's portfolio in Q2 2026, its #100 holding.
  • Prospera Financial Services first reported a position in Novo Nordisk in Q4 2018 and has held it in 31 quarters since.
  • Prospera Financial Services's Novo Nordisk position peaked at $26.1M in Q2 2025.
  • 205 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.