Resonant Capital Advisors’s Novo Nordisk NVO Stock Holding History

Resonant Capital Advisors’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	$674K	Buy	14,061 +4,690	+50%	+$202K	0.03%	239
2026 Q1	$356K	Sell	9,371 -211	-2%	-$10K	0.02%	343
2025 Q4	$488K	Buy	9,582 +1,998	+26%	+$102K	0.03%	248
2025 Q3	$421K	Sell	7,584 -523	-6%	-$30.6K	0.02%	270
2025 Q2	$560K	Buy	8,107 +265	+3%	+$18K	0.04%	225
2025 Q1	$554K	Buy	7,842 +1,038	+15%	+$85.7K	0.04%	202
2024 Q4	$585K	Sell	6,804 -243	-3%	-$26.3K	0.04%	196
2024 Q3	$839K	Buy	7,047 +212	+3%	+$28.3K	0.06%	165
2024 Q2	$976K	Buy	6,835 +930	+16%	+$123K	0.08%	143
2024 Q1	$764K	Buy	5,905 +2,793	+90%	+$332K	0.07%	167
2023 Q4	$322K	Sell	3,112 -207	-6%	-$20.5K	0.03%	226
2023 Q3	$302K	Sell	3,319 -487	-13%	-$42.9K	0.03%	214
2023 Q2	$308K	Hold	3,806	–	–	0.03%	209
2023 Q1	$305K	Hold	3,806	–	–	0.03%	197
2022 Q4	$258K	Buy	+3,806	New	+$223K	0.03%	228
2022 Q3	–	Sell	-3,806	Closed	-$212K	–	241
2022 Q2	$212K	Sell	3,806 -498	-12%	-$27.6K	0.03%	221
2022 Q1	$245K	Buy	4,304 +640	+17%	+$32.8K	0.04%	194
2021 Q4	$205K	Buy	+3,664	New	+$198K	0.03%	201

Other funds holding NVO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Resonant Capital Advisors's NVO Position: Q2 2026 in Review

Resonant Capital Advisors increased its Novo Nordisk (NVO) stake by 50% in Q2 2026, buying an estimated $202K and bringing the position to 14,061 shares worth $674K. The position accounts for 0.03% of the portfolio, ranked #239.

Resonant Capital Advisors first reported a position in NVO in Q4 2021 and has held it in 18 quarters since. The position peaked at $976K in Q2 2024. 654 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Resonant Capital Advisors held 14,061 shares of Novo Nordisk worth $674K as of Q2 2026.
Resonant Capital Advisors bought 4,690 Novo Nordisk shares in Q2 2026, an estimated $202K.
Novo Nordisk made up 0.03% of Resonant Capital Advisors's portfolio in Q2 2026, its #239 holding.
Resonant Capital Advisors first reported a position in Novo Nordisk in Q4 2021 and has held it in 18 quarters since.
Resonant Capital Advisors's Novo Nordisk position peaked at $976K in Q2 2024.
654 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.