Sigma Planning Corp
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Sigma Planning Corp’s Novo Nordisk NVO Stock Holding History

Sigma Planning Corp’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 		$271K Sell
6,253
-1,037
-14% -$47.8K 0.01% 1105
2026
Q2 		$349K Sell
7,290
-132
-2% -$5.67K 0.01% 1073
2026
Q1 		$276K Buy
7,422
+865
+13% +$41K 0.01% 1083
2025
Q4 		$333K Buy
6,557
+927
+16% +$47.4K 0.01% 973
2025
Q3 		$312K Sell
5,630
-4,423
-44% -$259K 0.01% 1021
2025
Q2 		$694K Sell
10,053
-1,340
-12% -$91.1K 0.02% 647
2025
Q1 		$793K Sell
11,393
-362
-3% -$29.9K 0.03% 563
2024
Q4 		$1.01M Sell
11,755
-3,842
-25% -$415K 0.03% 482
2024
Q3 		$1.86M Sell
15,597
-967
-6% -$129K 0.06% 310
2024
Q2 		$2.36M Sell
16,564
-372
-2% -$49.3K 0.07% 248
2024
Q1 		$2.17M Buy
16,936
+7,299
+76% +$869K 0.07% 286
2023
Q4 		$997K Sell
9,637
-1,923
-17% -$190K 0.08% 271
2023
Q3 		$1.05M Buy
11,560
+5,628
+95% +$496K 0.04% 444
2023
Q2 		$480K Buy
5,932
+1,758
+42% +$144K 0.02% 747
2023
Q1 		$332K Sell
4,174
-618
-13% -$43.8K 0.01% 966
2022
Q4 		$324K Sell
4,792
-584
-11% -$34.2K 0.01% 935
2022
Q3 		$268K Sell
5,376
-376
-7% -$20.1K 0.01% 985
2022
Q2 		$321K Buy
5,752
+864
+18% +$47.9K 0.01% 960
2022
Q1 		$271K Sell
4,888
-48
-1% -$2.46K 0.01% 1106
2021
Q4 		$276K Buy
4,936
+200
+4% +$10.8K 0.01% 1128
2021
Q3 		$227K Buy
+4,736
New +$229K 0.01% 1199
2016
Q1 		– Sell
-7,156
Closed -$208K – 749
2015
Q4 		$208K Sell
7,156
-1,056
-13% -$29.2K 0.03% 596
2015
Q3 		$223K Buy
+8,212
New +$233K 0.04% 532
2015
Q2 		– Sell
-16,954
Closed -$453K – 751
2015
Q1 		$453K Buy
16,954
+100
+0.6% +$2.3K 0.06% 371
2014
Q4 		$357K Buy
+16,854
New +$376K 0.05% 440

Other funds holding NVO

Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

Sigma Planning Corp's NVO Position: Q3 2026 in Review

Sigma Planning Corp reduced its Novo Nordisk (NVO) stake by 14% in Q3 2026, selling an estimated $47.8K and leaving 6,253 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #1105.

Sigma Planning Corp first reported a position in NVO in Q4 2014 and has held it in 25 quarters since. The position peaked at $2.36M in Q2 2024. 534 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Sigma Planning Corp held 6,253 shares of Novo Nordisk worth $271K as of Q3 2026.
  • Sigma Planning Corp sold 1,037 Novo Nordisk shares in Q3 2026, an estimated $47.8K.
  • Novo Nordisk made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1105 holding.
  • Sigma Planning Corp first reported a position in Novo Nordisk in Q4 2014 and has held it in 25 quarters since.
  • Sigma Planning Corp's Novo Nordisk position peaked at $2.36M in Q2 2024.
  • 534 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.