WAP
NVO

Wealthcare Advisory Partners’s Novo Nordisk NVO Stock Holding History

Wealthcare Advisory Partners’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 		$416K Sell
8,676
-432
-5% -$18.6K 0.01% 767
2026
Q1 		$335K Buy
9,108
+4,959
+120% +$235K 0.01% 835
2025
Q4 		$211K Buy
+4,149
New +$212K ﹤0.01% 997
2025
Q3 		– Sell
-3,834
Closed -$265K – 1045
2025
Q2 		$265K Sell
3,834
-452
-11% -$30.7K 0.01% 838
2025
Q1 		$298K Sell
4,286
-21,139
-83% -$1.75M 0.01% 747
2024
Q4 		$2.19M Buy
25,425
+10,839
+74% +$1.17M 0.06% 253
2024
Q3 		$1.74M Sell
14,586
-1,138
-7% -$152K 0.05% 296
2024
Q2 		$2.24M Buy
15,724
+1,471
+10% +$195K 0.07% 219
2024
Q1 		$1.83M Buy
14,253
+3,990
+39% +$475K 0.06% 247
2023
Q4 		$1.06M Buy
10,263
+607
+6% +$60K 0.04% 305
2023
Q3 		$878K Buy
9,656
+4,934
+104% +$435K 0.04% 303
2023
Q2 		$382K Buy
4,722
+604
+15% +$49.3K 0.02% 509
2023
Q1 		$328K Sell
4,118
-466
-10% -$33K 0.01% 559
2022
Q4 		$310K Buy
+4,584
New +$269K 0.01% 527
2021
Q2 		– Sell
-3,108
Closed -$105K – 1406
2021
Q1 		$105K Buy
+3,108
New +$111K 0.01% 654
2020
Q2 		– Sell
-1,730
Closed -$52K – 1026
2020
Q1 		$52K Hold
1,730
– – 0.01% 507
2019
Q4 		$50K Hold
1,730
– – 0.01% 550
2019
Q3 		$45K Buy
1,730
+2
+0.1% +$51 0.01% 559
2019
Q2 		$44K Buy
1,728
+744
+76% +$18.4K 0.01% 542
2019
Q1 		$26K Hold
984
– – ﹤0.01% 601
2018
Q4 		$23K Sell
984
-642
-39% -$14.3K ﹤0.01% 593
2018
Q3 		$38K Buy
1,626
+2
+0.1% +$49 0.01% 533
2018
Q2 		$37K Buy
1,624
+238
+17% +$5.66K 0.01% 525
2018
Q1 		$34K Hold
1,386
– – 0.01% 466
2017
Q4 		$37K Buy
1,386
+1,126
+433% +$28.6K 0.01% 426
2017
Q3 		$6K Buy
+260
New +$5.88K ﹤0.01% 620

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
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Wealthcare Advisory Partners's NVO Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Novo Nordisk (NVO) stake by 4.7% in Q2 2026, selling an estimated $18.6K and leaving 8,676 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #767.

Wealthcare Advisory Partners first reported a position in NVO in Q3 2017 and has held it in 26 quarters since. The position peaked at $2.24M in Q2 2024. 269 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Wealthcare Advisory Partners held 8,676 shares of Novo Nordisk worth $416K as of Q2 2026.
  • Wealthcare Advisory Partners sold 432 Novo Nordisk shares in Q2 2026, an estimated $18.6K.
  • Novo Nordisk made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #767 holding.
  • Wealthcare Advisory Partners first reported a position in Novo Nordisk in Q3 2017 and has held it in 26 quarters since.
  • Wealthcare Advisory Partners's Novo Nordisk position peaked at $2.24M in Q2 2024.
  • 269 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.