Valeo Financial Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.28M | Buy |
26,618
+9,046
| +51% | +$389K | 0.03% | 264 |
|
|
2026
Q1 | $646K | Sell |
17,572
-3,433
| -16% | -$163K | 0.02% | 350 |
|
|
2025
Q4 | $1.07M | Sell |
21,005
-997
| -5% | -$51K | 0.02% | 287 |
|
|
2025
Q3 | $1.22M | Sell |
22,002
-2,796
| -11% | -$164K | 0.03% | 261 |
|
|
2025
Q2 | $1.71M | Sell |
24,798
-2,917
| -11% | -$198K | 0.04% | 194 |
|
|
2025
Q1 | $1.92M | Sell |
27,715
-4,519
| -14% | -$373K | 0.05% | 165 |
|
|
2024
Q4 | $2.77M | Sell |
32,234
-5,854
| -15% | -$633K | 0.08% | 121 |
|
|
2024
Q3 | $4.54M | Sell |
38,088
-469
| -1% | -$62.5K | 0.13% | 79 |
|
|
2024
Q2 | $5.5M | Buy |
38,557
+1,041
| +3% | +$138K | 0.17% | 66 |
|
|
2024
Q1 | $4.74M | Buy |
37,516
+11,547
| +44% | +$1.37M | 0.17% | 62 |
|
|
2023
Q4 | $2.69M | Buy |
25,969
+2,632
| +11% | +$260K | 0.11% | 108 |
|
|
2023
Q3 | $2.12M | Buy |
23,337
+6,191
| +36% | +$545K | 0.1% | 119 |
|
|
2023
Q2 | $1.39M | Sell |
17,146
-40
| -0.2% | -$3.27K | 0.06% | 167 |
|
|
2023
Q1 | $1.37M | Buy |
17,186
+6,494
| +61% | +$460K | 0.07% | 179 |
|
|
2022
Q4 | $724K | Buy |
10,692
+4,926
| +85% | +$289K | 0.04% | 232 |
|
|
2022
Q3 | $287K | Sell |
5,766
-936
| -14% | -$50.1K | 0.02% | 361 |
|
|
2022
Q2 | $373K | Sell |
6,702
-4,474
| -40% | -$248K | 0.02% | 299 |
|
|
2022
Q1 | $621K | Buy |
11,176
+3,716
| +50% | +$191K | 0.03% | 281 |
|
|
2021
Q4 | $418K | Buy |
7,460
+240
| +3% | +$13K | 0.02% | 352 |
|
|
2021
Q3 | $347K | Buy |
+7,220
| New | +$349K | 0.02% | 369 |
|
|
2021
Q2 | – | Sell |
-26,166
| Closed | -$882K | – | 1368 |
|
|
2021
Q1 | $882K | Buy |
26,166
+252
| +1% | +$8.97K | 0.04% | 187 |
|
|
2020
Q4 | $905K | Buy |
25,914
+22,024
| +566% | +$761K | 0.05% | 167 |
|
|
2020
Q3 | $135K | Sell |
3,890
-184
| -5% | -$6.13K | 0.01% | 412 |
|
|
2020
Q2 | $133K | Buy |
4,074
+2,466
| +153% | +$78.7K | 0.01% | 414 |
|
|
2020
Q1 | $48K | Buy |
1,608
+246
| +18% | +$7.33K | 0.01% | 619 |
|
|
2019
Q4 | $39K | Buy |
1,362
+146
| +12% | +$4.04K | ﹤0.01% | 741 |
|
|
2019
Q3 | $31K | Sell |
1,216
-42
| -3% | -$1.06K | ﹤0.01% | 731 |
|
|
2019
Q2 | $32K | Buy |
1,258
+1,052
| +511% | +$26K | ﹤0.01% | 720 |
|
|
2019
Q1 | $5K | Sell |
206
-20
| -9% | -$492 | ﹤0.01% | 1175 |
|
|
2018
Q4 | $5K | Sell |
226
-1,006
| -82% | -$22.4K | ﹤0.01% | 1085 |
|
|
2018
Q3 | $27K | Buy |
1,232
+524
| +74% | +$12.8K | ﹤0.01% | 682 |
|
|
2018
Q2 | $17K | Hold |
708
| – | – | ﹤0.01% | 811 |
|
|
2018
Q1 | $17K | Sell |
708
-26
| -4% | -$683 | ﹤0.01% | 765 |
|
|
2017
Q4 | $20K | Buy |
734
+528
| +256% | +$13.4K | ﹤0.01% | 665 |
|
|
2017
Q3 | $5K | Buy |
+206
| New | +$4.66K | ﹤0.01% | 877 |
|
Other funds holding NVO
F
Valeo Financial Advisors's NVO Position: Q2 2026 in Review
Valeo Financial Advisors increased its Novo Nordisk (NVO) stake by 51% in Q2 2026, buying an estimated $389K and bringing the position to 26,618 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #264.
Valeo Financial Advisors first reported a position in NVO in Q3 2017 and has held it in 35 quarters since. The position peaked at $5.5M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.
- Valeo Financial Advisors held 26,618 shares of Novo Nordisk worth $1.28M as of Q2 2026.
- Valeo Financial Advisors bought 9,046 Novo Nordisk shares in Q2 2026, an estimated $389K.
- Novo Nordisk made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #264 holding.
- Valeo Financial Advisors first reported a position in Novo Nordisk in Q3 2017 and has held it in 35 quarters since.
- Valeo Financial Advisors's Novo Nordisk position peaked at $5.5M in Q2 2024.
- 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.