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United Advisor Group’s Novo Nordisk NVO Stock Holding History

United Advisor Group’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 		$331K Buy
8,741
+856
+11% +$39.5K 0.03% 425
2026
Q2 		$378K Buy
+7,885
New +$339K 0.04% 375

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

United Advisor Group's NVO Position: Q3 2026 in Review

United Advisor Group increased its Novo Nordisk (NVO) stake by 11% in Q3 2026, buying an estimated $39.5K and bringing the position to 8,741 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #425.

United Advisor Group first reported a position in NVO in Q2 2026 and has held it in 2 quarters since. The position peaked at $378K in Q2 2026. 748 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • United Advisor Group held 8,741 shares of Novo Nordisk worth $331K as of Q3 2026.
  • United Advisor Group bought 856 Novo Nordisk shares in Q3 2026, an estimated $39.5K.
  • Novo Nordisk made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #425 holding.
  • United Advisor Group first reported a position in Novo Nordisk in Q2 2026 and has held it in 2 quarters since.
  • United Advisor Group's Novo Nordisk position peaked at $378K in Q2 2026.
  • 748 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.