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 		$19.5K Buy
+400
New +$17.2K ﹤0.01% 4037

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
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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. 437 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.
  • 437 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.