VWA
NVO

Valued Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Valued Wealth 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
2026
Q2 		$10.6K Hold
221
– – ﹤0.01% 299
2026
Q1 		$8.39K Buy
221
+126
+133% +$5.97K ﹤0.01% 319
2025
Q4 		$4.83K Sell
95
-80
-46% -$4.09K ﹤0.01% 310
2025
Q3 		$9.71K Hold
175
– – ﹤0.01% 221
2025
Q2 		$12.1K Sell
175
-126
-42% -$8.57K 0.01% 194
2025
Q1 		$21.2K Hold
301
– – 0.01% 151
2024
Q4 		$25.9K Hold
301
– – 0.02% 132
2024
Q3 		$35.8K Hold
301
– – 0.02% 97
2024
Q2 		$43K Hold
301
– – 0.03% 80
2024
Q1 		$38.9K Buy
301
+31
+11% +$3.69K 0.03% 80
2023
Q4 		$24.6K Buy
+270
New +$26.7K 0.02% 77

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

Valued Wealth Advisors's NVO Position: Q2 2026 in Review

Valued Wealth Advisors held its Novo Nordisk (NVO) position steady in Q2 2026 at 221 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Valued Wealth Advisors first reported a position in NVO in Q4 2023 and has held it in 11 quarters since. The position peaked at $43K in Q2 2024. 387 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Valued Wealth Advisors held 221 shares of Novo Nordisk worth $10.6K as of Q2 2026.
  • Valued Wealth Advisors left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #299 holding.
  • Valued Wealth Advisors first reported a position in Novo Nordisk in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Novo Nordisk position peaked at $43K in Q2 2024.
  • 387 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.