VA
NVO

Valmark Advisers’s Novo Nordisk NVO Stock Holding History

Valmark Advisers’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 		$222K Buy
+4,638
New +$199K ﹤0.01% 697
2026
Q1 		– Sell
-5,870
Closed -$299K – 693
2025
Q4 		$299K Buy
5,870
+18
+0.3% +$920 ﹤0.01% 561
2025
Q3 		$325K Buy
5,852
+249
+4% +$14.6K ﹤0.01% 526
2025
Q2 		$387K Buy
5,603
+40
+0.7% +$2.72K 0.01% 487
2025
Q1 		$386K Sell
5,563
-1,064
-16% -$87.9K 0.01% 467
2024
Q4 		$570K Buy
6,627
+136
+2% +$14.7K 0.01% 396
2024
Q3 		$773K Sell
6,491
-675
-9% -$90K 0.01% 349
2024
Q2 		$1.02M Buy
7,166
+1,441
+25% +$191K 0.02% 279
2024
Q1 		$735K Buy
5,725
+468
+9% +$55.7K 0.01% 318
2023
Q4 		$544K Buy
5,257
+2,375
+82% +$235K 0.01% 339
2023
Q3 		$262K Buy
2,882
+316
+12% +$27.8K 0.01% 414
2023
Q2 		$208K Sell
2,566
-264
-9% -$21.6K ﹤0.01% 459
2023
Q1 		$225K Buy
+2,830
New +$201K ﹤0.01% 439

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Valmark Advisers's NVO Position: Q2 2026 in Review

Valmark Advisers opened a new position in Novo Nordisk (NVO) in Q2 2026: 4,638 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #697 among its holdings. This is a return to the name: Valmark Advisers previously reported a position in NVO as recently as Q4 2025.

Valmark Advisers first reported a position in NVO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.02M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Valmark Advisers held 4,638 shares of Novo Nordisk worth $222K as of Q2 2026.
  • Novo Nordisk was a new Valmark Advisers position in Q2 2026.
  • Novo Nordisk made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #697 holding.
  • Valmark Advisers first reported a position in Novo Nordisk in Q1 2023 and has held it in 13 quarters since.
  • Valmark Advisers's Novo Nordisk position peaked at $1.02M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.