SVWA
NVO

Sarver Vrooman Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Sarver Vrooman Wealth 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 		– Sell
-100
Closed -$3.67K – 147
2026
Q1 		$3.67K Hold
100
– – ﹤0.01% 121
2025
Q4 		$5.09K Buy
+100
New +$5.11K ﹤0.01% 118

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
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

Sarver Vrooman Wealth Advisors's NVO Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 100 shares — an estimated $3.67K sold.

Sarver Vrooman Wealth Advisors first reported a position in NVO in Q4 2025 and held it in 2 quarters. The position peaked at $5.09K in Q4 2025. 228 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Sarver Vrooman Wealth Advisors reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Sarver Vrooman Wealth Advisors sold 100 Novo Nordisk shares in Q2 2026, an estimated $3.67K.
  • Sarver Vrooman Wealth Advisors first reported a position in Novo Nordisk in Q4 2025 and held it in 2 quarters.
  • Sarver Vrooman Wealth Advisors's Novo Nordisk position peaked at $5.09K in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.