SWASL
NVO

Spartan Wealth Advisory Services LLC’s Novo Nordisk NVO Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$529K Sell
11,041
-16
-0.1% -$687 0.04% 217
2026
Q1 		$406K Buy
+11,057
New +$524K 0.04% 231

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's NVO Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Novo Nordisk (NVO) stake by 0.14% in Q2 2026, selling an estimated $687 and leaving 11,041 shares worth $529K. The position accounts for 0.04% of the portfolio, ranked #217.

Spartan Wealth Advisory Services LLC first reported a position in NVO in Q1 2026 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 11,041 shares of Novo Nordisk worth $529K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 16 Novo Nordisk shares in Q2 2026, an estimated $687.
  • Novo Nordisk made up 0.04% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #217 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Novo Nordisk in Q1 2026 and has held it in 2 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.