Wealth Enhancement Advisory Services
NVO

Wealth Enhancement Advisory Services’s Novo Nordisk NVO Stock Holding History

Wealth Enhancement Advisory Services’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 		$13.3M Buy
273,589
+64,752
+31% +$2.78M 0.02% 563
2026
Q1 		$7.72M Buy
208,837
+24,667
+13% +$1.17M 0.02% 688
2025
Q4 		$10.4M Sell
184,170
-2,696
-1% -$138K 0.01% 685
2025
Q3 		$11M Sell
186,866
-17,117
-8% -$1M 0.02% 617
2025
Q2 		$14.1M Sell
203,983
-24,166
-11% -$1.64M 0.02% 528
2025
Q1 		$15.8M Sell
228,149
-52,664
-19% -$4.35M 0.03% 461
2024
Q4 		$24.2M Sell
280,813
-8,625
-3% -$933K 0.05% 334
2024
Q3 		$34.5M Buy
289,438
+37,346
+15% +$4.98M 0.07% 254
2024
Q2 		$36M Buy
252,092
+46,394
+23% +$6.15M 0.09% 221
2024
Q1 		$26.4M Buy
205,698
+98,007
+91% +$11.7M 0.07% 270
2023
Q4 		$11.1M Buy
107,691
+9,868
+10% +$976K 0.03% 408
2023
Q3 		$8.9M Buy
97,823
+88,975
+1,006% +$7.84M 0.03% 437
2023
Q2 		$716K Sell
8,848
-2,036
-19% -$166K 0.01% 309
2023
Q1 		$866K Buy
+10,884
New +$772K 0.01% 321

Other funds holding NVO

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AA
Altrafin AG Zurich $255M AUM 21.67% 1-Year Est. Return

Wealth Enhancement Advisory Services's NVO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Novo Nordisk (NVO) stake by 31% in Q2 2026, buying an estimated $2.78M and bringing the position to 273,589 shares worth $13.3M. The position accounts for 0.02% of the portfolio, ranked #563.

Wealth Enhancement Advisory Services first reported a position in NVO in Q1 2023 and has held it in 14 quarters since. The position peaked at $36M in Q2 2024. 209 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 273,589 shares of Novo Nordisk worth $13.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 64,752 Novo Nordisk shares in Q2 2026, an estimated $2.78M.
  • Novo Nordisk made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #563 holding.
  • Wealth Enhancement Advisory Services first reported a position in Novo Nordisk in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Novo Nordisk position peaked at $36M in Q2 2024.
  • 209 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.