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

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

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. 387 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.
  • 387 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.