Game Plan Financial Advisors, LLC NVO — NOVO-NORDISK AS VORMAL F

Ownership history in Game Plan Financial Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Game Plan Financial Advisors, LLC reported NOVO-NORDISK AS VORMAL F (NVO) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.04% in 2024 Q2. The latest visible filing shows NVO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Game Plan Financial Advisors, LLC's position in NOVO-NORDISK AS VORMAL F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NVO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NVO stock page Game Plan Financial Advisors, LLC fund profile Game Plan Financial Advisors, LLC full holdings
How Game Plan Financial Advisors, LLC held NVO — position size vs. price
% of Fund (quarterly)    NVO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 100 — 0% 0.00% $6K 2025-10-29 $49.55
2025 Q2 UNCHANGED — — — 100 — 0% 0.00% $7K 2025-07-24 $67.47
2025 Q1 UNCHANGED — — — 100 — 0% 0.00% $7K 2025-05-19 $63.93
2024 Q4 REDUCED 81.7% -18.0% ✅ 100 -447 -81.7% 0.00% $9K 2025-01-30 $80.11
2024 Q3 UNCHANGED — — — 547 — 0% 0.03% $65K 2024-10-15 $110.59
2024 Q2 ADDED — — — 547 +197 +56.3% 0.04% $78K 2024-08-01 $123.88
2024 Q1 INITIATED — — — 350 — — 0.02% $36K 2024-04-12 $116.45

🏢 Other funds also holding NVO

As of 2026 Q1 — sorted by position size

Penbrook Management LLC 3Y 7Y 8.8% Foresight Global Investors, Inc. 3Y 8.48% Saratoga Research & Investment Management 3Y 7Y 7.17% FOLKETRYGDFONDET 3Y 7Y 5.92% SALT Holding Corp. 5.69% BLKBRD Asset Management, LP 5.54% XXEC, Inc. 3Y 5.08% Cutter & CO Brokerage, Inc. 3Y 7Y 4.65% Warther Private Wealth, LLC 3Y 4.48% Alpine Fox Capital LLC 3.94%

FAQ About Game Plan Financial Advisors, LLC and NVO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Game Plan Financial Advisors, LLC reported owning NVO?

Game Plan Financial Advisors, LLC reported NVO across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported NVO position in Game Plan Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for NVO was 0.04% in 2024 Q2.

What is the latest reported NVO position on this page?

The most recent filing on this page is 2025 Q3, when Game Plan Financial Advisors, LLC reported 100 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this NVO ownership page compare?

The chart compares Game Plan Financial Advisors, LLC's quarterly NVO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Game Plan Financial Advisors, LLC time their NVO position?

Based on 13F filing dates vs. subsequent NVO price moves, Game Plan Financial Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on NVO relative to SPY over the holding period was -53.1%.

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