VFA
NVO

Valeo Financial Advisors’s Novo Nordisk NVO Stock Holding History

Valeo Financial 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
2025
Q1 		– Sell
-1,100
Closed -$94.6K – 745
2024
Q4 		$94.6K Buy
+1,100
New +$119K ﹤0.01% 700

Other funds holding NVO

GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Valeo Financial Advisors's NVO Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Novo Nordisk (NVO) stake by 4.2% in Q3 2026, selling an estimated $52K and leaving 25,491 shares worth $966K. The position accounts for 0.02% of the portfolio, ranked #312.

Valeo Financial Advisors first reported a position in NVO in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.5M in Q2 2024. 64 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Valeo Financial Advisors held 25,491 shares of Novo Nordisk worth $966K as of Q3 2026.
  • Valeo Financial Advisors sold 1,127 Novo Nordisk shares in Q3 2026, an estimated $52K.
  • Novo Nordisk made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #312 holding.
  • Valeo Financial Advisors first reported a position in Novo Nordisk in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Novo Nordisk position peaked at $5.5M in Q2 2024.
  • 64 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.