Summit Financial Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Summit Financial 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	$748K	Buy	15,600 +534	+4%	+$22.9K	0.1%	98
2026 Q1	$554K	Sell	15,066 -1,326	-8%	-$62.8K	0.08%	107
2025 Q4	$834K	Buy	16,392 +7,459	+83%	+$381K	0.12%	80
2025 Q3	$529K	Buy	8,933 +35	+0.4%	+$2.05K	0.08%	100
2025 Q2	$614K	Buy	8,898 +173	+2%	+$11.8K	0.11%	88
2025 Q1	$606K	Sell	8,725 -495	-5%	-$40.9K	0.12%	83
2024 Q4	$762K	Sell	9,220 -330	-3%	-$35.7K	0.15%	74
2024 Q3	$1.14M	Sell	9,550 -360	-4%	-$48K	0.21%	53
2024 Q2	$1.41M	Hold	9,910	–	–	0.29%	45
2024 Q1	$1.27M	Buy	+9,910	New	+$1.18M	0.26%	48
2020 Q4	–	Sell	-12,000	Closed	-$390K	–	110
2020 Q3	$390K	Hold	12,000	–	–	0.1%	82
2020 Q2	$395K	Hold	12,000	–	–	0.11%	88
2020 Q1	$364K	Hold	12,000	–	–	0.11%	85
2019 Q4	$360K	Hold	12,000	–	–	0.09%	106
2019 Q3	$307K	Hold	12,000	–	–	0.08%	118
2019 Q2	$306K	Hold	12,000	–	–	0.07%	120
2019 Q1	$306K	Hold	12,000	–	–	0.08%	107
2018 Q4	$276K	Sell	12,000 -808	-6%	-$18K	0.09%	101
2018 Q3	$270K	Buy	+12,808	New	+$313K	0.08%	114
2017 Q1	–	Sell	-12,000	Closed	-$215K	–	145
2016 Q4	$215K	Hold	12,000	–	–	0.09%	132
2016 Q3	$250K	Sell	12,000 -194	-2%	-$4.81K	0.11%	122
2016 Q2	$328K	Hold	12,194	–	–	0.14%	106
2016 Q1	$330K	Hold	12,194	–	–	0.14%	105
2015 Q4	$354K	Buy	+12,194	New	+$338K	0.16%	99

Other funds holding NVO

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

GuoLine Advisory Singapore $1.07B AUM 26.27% 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 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

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Summit Financial Wealth Advisors's NVO Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Novo Nordisk (NVO) stake by 3.5% in Q2 2026, buying an estimated $22.9K and bringing the position to 15,600 shares worth $748K. The position accounts for 0.1% of the portfolio, ranked #98.

Summit Financial Wealth Advisors first reported a position in NVO in Q4 2015 and has held it in 24 quarters since. The position peaked at $1.41M in Q2 2024. 205 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Summit Financial Wealth Advisors held 15,600 shares of Novo Nordisk worth $748K as of Q2 2026.
Summit Financial Wealth Advisors bought 534 Novo Nordisk shares in Q2 2026, an estimated $22.9K.
Novo Nordisk made up 0.1% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #98 holding.
Summit Financial Wealth Advisors first reported a position in Novo Nordisk in Q4 2015 and has held it in 24 quarters since.
Summit Financial Wealth Advisors's Novo Nordisk position peaked at $1.41M in Q2 2024.
205 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.