SWA
NVO

Sax Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Sax 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 		$805K Buy
21,893
+1,142
+6% +$49.1K 0.03% 259
2026
Q1 		$1.06M Sell
20,751
-1,000
-5% -$47.4K 0.05% 188
2025
Q4 		$1.11M Sell
21,751
-124
-0.6% -$6.34K 0.05% 189
2025
Q3 		$1.21M Sell
21,875
-159
-0.7% -$9.31K 0.07% 158
2025
Q2 		$1.52M Buy
22,034
+17,892
+432% +$1.22M 0.09% 122
2025
Q1 		$288K Sell
4,142
-298
-7% -$24.6K 0.02% 301
2024
Q4 		$382K Buy
+4,440
New +$480K 0.03% 230

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
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 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

Sax Wealth Advisors's NVO Position: Q2 2026 in Review

Sax Wealth Advisors increased its Novo Nordisk (NVO) stake by 5.5% in Q2 2026, buying an estimated $49.1K and bringing the position to 21,893 shares worth $805K. The position accounts for 0.03% of the portfolio, ranked #259.

Sax Wealth Advisors first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q2 2025. 272 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Sax Wealth Advisors held 21,893 shares of Novo Nordisk worth $805K as of Q2 2026.
  • Sax Wealth Advisors bought 1,142 Novo Nordisk shares in Q2 2026, an estimated $49.1K.
  • Novo Nordisk made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #259 holding.
  • Sax Wealth Advisors first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
  • Sax Wealth Advisors's Novo Nordisk position peaked at $1.52M in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.