James T. Borello RIA
NVO icon

James T. Borello RIA’s Novo Nordisk NVO Stock Holding History

James T. Borello RIA’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
Q3 		$56.3K Sell
1,484
-150
-9% -$6.92K 0.01% 225
2026
Q2 		$78.3K Buy
1,634
+52
+3% +$2.23K 0.02% 192
2026
Q1 		$58.1K Buy
1,582
+1,559
+6,778% +$73.9K 0.01% 205
2025
Q4 		$1.17K Buy
+23
New +$1.18K ﹤0.01% 858

Other funds holding NVO

Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

James T. Borello RIA's NVO Position: Q3 2026 in Review

James T. Borello RIA reduced its Novo Nordisk (NVO) stake by 9.2% in Q3 2026, selling an estimated $6.92K and leaving 1,484 shares worth $56.3K. The position accounts for 0.01% of the portfolio, ranked #225.

James T. Borello RIA first reported a position in NVO in Q4 2025 and has held it in 4 quarters since. The position peaked at $78.3K in Q2 2026. 318 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • James T. Borello RIA held 1,484 shares of Novo Nordisk worth $56.3K as of Q3 2026.
  • James T. Borello RIA sold 150 Novo Nordisk shares in Q3 2026, an estimated $6.92K.
  • Novo Nordisk made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #225 holding.
  • James T. Borello RIA first reported a position in Novo Nordisk in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Novo Nordisk position peaked at $78.3K in Q2 2026.
  • 318 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.