SOA Wealth Advisors’s Novo Nordisk NVO Stock Holding History

SOA 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	$4.79K	Sell	100 -97	-49%	-$4.17K	﹤0.01%	704
2026 Q1	$7.24K	Hold	197	–	–	﹤0.01%	626
2025 Q4	$10K	Hold	197	–	–	﹤0.01%	594
2025 Q3	$10.9K	Hold	197	–	–	﹤0.01%	600
2025 Q2	$13.6K	Hold	197	–	–	﹤0.01%	562
2025 Q1	$13.7K	Buy	197 +37	+23%	+$3.06K	﹤0.01%	527
2024 Q4	$13.8K	Buy	160 +60	+60%	+$6.49K	﹤0.01%	510
2024 Q3	$11.9K	Hold	100	–	–	﹤0.01%	521
2024 Q2	$14.3K	Hold	100	–	–	﹤0.01%	488
2024 Q1	$12.8K	Buy	+100	New	+$11.9K	﹤0.01%	504
2023 Q2	–	Sell	-52	Closed	-$4.14K	–	965
2023 Q1	$4.14K	Buy	+52	New	+$3.69K	﹤0.01%	644

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

SOA Wealth Advisors reduced its Novo Nordisk (NVO) stake by 49% in Q2 2026, selling an estimated $4.17K and leaving 100 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

SOA Wealth Advisors first reported a position in NVO in Q1 2023 and has held it in 11 quarters since. The position peaked at $14.3K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

SOA Wealth Advisors held 100 shares of Novo Nordisk worth $4.79K as of Q2 2026.
SOA Wealth Advisors sold 97 Novo Nordisk shares in Q2 2026, an estimated $4.17K.
Novo Nordisk made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #704 holding.
SOA Wealth Advisors first reported a position in Novo Nordisk in Q1 2023 and has held it in 11 quarters since.
SOA Wealth Advisors's Novo Nordisk position peaked at $14.3K in Q2 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.