RWML
NVO

RAFFA WEALTH MANAGEMENT, LLC’s Novo Nordisk NVO Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$17.5K Buy
365
+30
+9% +$1.29K ﹤0.01% 313
2026
Q1 		$12.3K Sell
335
-32
-9% -$1.52K ﹤0.01% 346
2025
Q4 		$18.7K Buy
367
+30
+9% +$1.53K ﹤0.01% 274
2025
Q3 		$18.7K Buy
337
+40
+13% +$2.34K ﹤0.01% 269
2025
Q2 		$20.5K Sell
297
-56
-16% -$3.81K ﹤0.01% 272
2025
Q1 		$24.5K Sell
353
-55
-13% -$4.54K 0.01% 198
2024
Q4 		$35.1K Buy
408
+56
+16% +$6.06K 0.01% 175
2024
Q3 		$41.9K Hold
352
– – 0.01% 156
2024
Q2 		$50.2K Hold
352
– – 0.01% 195
2024
Q1 		$45.2K Sell
352
-13
-4% -$1.55K 0.01% 199
2023
Q4 		$37.8K Sell
365
-85
-19% -$8.41K 0.01% 147
2023
Q3 		$40.9K Hold
450
– – 0.01% 143
2023
Q2 		$36.4K Hold
450
– – 0.01% 153
2023
Q1 		$35.8K Hold
450
– – 0.01% 171
2022
Q4 		$30.5K Sell
450
-126
-22% -$7.39K 0.01% 172
2022
Q3 		$28.7K Hold
576
– – 0.01% 176
2022
Q2 		$32.1K Hold
576
– – 0.01% 170
2022
Q1 		$32K Buy
576
+32
+6% +$1.64K 0.01% 175
2021
Q4 		$30.5K Hold
544
– – 0.01% 186
2021
Q3 		$26.1K Buy
544
+120
+28% +$5.8K 0.01% 172
2021
Q2 		$17.8K Sell
424
-94
-18% -$3.64K 0.01% 205
2021
Q1 		$17.5K Buy
518
+38
+8% +$1.35K 0.01% 209
2020
Q4 		$16.8K Buy
480
+48
+11% +$1.66K 0.01% 199
2020
Q3 		$15K Buy
432
+54
+14% +$1.8K 0.01% 201
2020
Q2 		$12.4K Buy
378
+48
+15% +$1.53K ﹤0.01% 208
2020
Q1 		$9.93K Buy
+330
New +$9.83K ﹤0.01% 207
2017
Q1 		– Sell
-76
Closed -$1.36K – 702
2016
Q4 		$1.36K Buy
76
+26
+52% +$471 ﹤0.01% 353
2016
Q3 		$1.04K Hold
50
– – ﹤0.01% 399
2016
Q2 		$1.34K Hold
50
– – ﹤0.01% 331
2016
Q1 		$1.35K Hold
50
– – ﹤0.01% 323
2015
Q4 		$1.45K Hold
50
– – ﹤0.01% 310
2015
Q3 		$1.36K Hold
50
– – ﹤0.01% 325
2015
Q2 		$1.37K Hold
50
– – ﹤0.01% 324
2015
Q1 		$1.33K Hold
50
– – ﹤0.01% 322
2014
Q4 		$1.06K Hold
50
– – ﹤0.01% 348
2014
Q3 		$1.19K Buy
+50
New +$1.15K ﹤0.01% 312
2014
Q1 		– Sell
-250
Closed -$1.06K – 586
2013
Q4 		$1.06K Buy
+250
New +$4.36K ﹤0.01% 348

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

RAFFA WEALTH MANAGEMENT, LLC's NVO Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Novo Nordisk (NVO) stake by 9% in Q2 2026, buying an estimated $1.29K and bringing the position to 365 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in NVO in Q4 2013 and has held it in 37 quarters since. The position peaked at $50.2K in Q2 2024. 478 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 365 shares of Novo Nordisk worth $17.5K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 30 Novo Nordisk shares in Q2 2026, an estimated $1.29K.
  • Novo Nordisk made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #313 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Novo Nordisk in Q4 2013 and has held it in 37 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Novo Nordisk position peaked at $50.2K in Q2 2024.
  • 478 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.