Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
NVO holding history
Novo Nordisk A S in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
NVO overviewAll 13F holders of NVOFull Q2 2026 holdings
- Shares (Q2 2026)
- 12,531
- Value
- $600.7K
- % of portfolio
- <0.1%
- Quarters held
- 16
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 12,531 | $600.7K | <0.1% | −749−5.6% | Reduced | Holders |
| Q1 2026 | 13,280 | $504.2K | <0.1% | +1,414+11.9% | Added | Holders |
| Q4 2025 | 11,866 | $603.7K | <0.1% | +1,940+19.5% | Added | Holders |
| Q3 2025 | 9,926 | $550.8K | <0.1% | −1,119−10.1% | Reduced | Holders |
| Q2 2025 | 11,045 | $762.3K | <0.1% | +1,889+20.6% | Added | Holders |
| Q1 2025 | 9,156 | $635.8K | <0.1% | −1,461−13.8% | Reduced | Holders |
| Q4 2024 | 10,617 | $913.2K | <0.1% | +5,837+122.1% | Added | Holders |
| Q3 2024 | 4,780 | $569.2K | <0.1% | −65−1.3% | Reduced | Holders |
| Q2 2024 | 4,845 | $691.6K | <0.1% | +996+25.9% | Added | Holders |
| Q1 2024 | 3,849 | $497.8K | <0.1% | −1,428−27.1% | Reduced | Holders |
| Q4 2023 | 5,277 | $545.9K | <0.1% | +2,982+129.9% | Added | Holders |
| Q3 2023 | 2,295 | $208.7K | <0.1% | −203−8.1% | ReducedConverted for a 2-for-1 split | Holders |
| Q2 2023 | 1,249 | $202.1K | <0.1% | −362−22.5% | Reduced | Holders |
| Q1 2023 | 1,611 | $258.3K | <0.1% | −941−36.9% | Reduced | Holders |
| Q4 2022 | 2,552 | $345.3K | <0.1% | −133−5.0% | Reduced | Holders |
| Q3 2022 | 2,685 | $267.5K | <0.1% | +2,685 | New | Holders |