RWS
NVO

Retirement Wealth Solutions’s Novo Nordisk NVO Stock Holding History

Retirement Wealth Solutions’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 		$7.7K Buy
203
+22
+12% +$1.01K ﹤0.01% 302
2026
Q2 		$8.68K Buy
181
+16
+10% +$687 ﹤0.01% 247
2026
Q1 		$6.06K Sell
165
-11
-6% -$521 ﹤0.01% 286
2025
Q4 		$8.96K Sell
176
-30
-15% -$1.53K 0.01% 237
2025
Q3 		$11.4K Buy
206
+134
+186% +$7.84K 0.01% 213
2025
Q2 		$4.97K Sell
72
-6
-8% -$408 ﹤0.01% 299
2025
Q1 		$5.42K Hold
78
– – ﹤0.01% 278
2024
Q4 		$6.73K Buy
+78
New +$8.44K 0.01% 271

Other funds holding NVO

GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM

Retirement Wealth Solutions's NVO Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Novo Nordisk (NVO) stake by 12% in Q3 2026, buying an estimated $1.01K and bringing the position to 203 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Retirement Wealth Solutions first reported a position in NVO in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.4K in Q3 2025. 64 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Retirement Wealth Solutions held 203 shares of Novo Nordisk worth $7.7K as of Q3 2026.
  • Retirement Wealth Solutions bought 22 Novo Nordisk shares in Q3 2026, an estimated $1.01K.
  • Novo Nordisk made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #302 holding.
  • Retirement Wealth Solutions first reported a position in Novo Nordisk in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Novo Nordisk position peaked at $11.4K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.