AFA
NVO

AA Financial Advisors’s Novo Nordisk NVO Stock Holding History

AA Financial Advisors’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
2025
Q3 		– Sell
-3,391
Closed -$234K – 198
2025
Q2 		$234K Buy
+3,391
New +$231K 0.05% 172
2025
Q1 		– Sell
-3,201
Closed -$275K – 177
2024
Q4 		$275K Buy
3,201
+7
+0.2% +$757 0.07% 137
2024
Q3 		$380K Buy
3,194
+389
+14% +$51.9K 0.11% 117
2024
Q2 		$400K Buy
2,805
+86
+3% +$11.4K 0.14% 111
2024
Q1 		$349K Buy
+2,719
New +$324K 0.14% 108

Other funds holding NVO

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AA Financial Advisors's NVO Position: Q3 2025 in Review

AA Financial Advisors sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 3,391 shares — an estimated $234K sold.

AA Financial Advisors first reported a position in NVO in Q1 2024 and held it in 5 quarters. The position peaked at $400K in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • AA Financial Advisors reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • AA Financial Advisors sold 3,391 Novo Nordisk shares in Q3 2025, an estimated $234K.
  • AA Financial Advisors first reported a position in Novo Nordisk in Q1 2024 and held it in 5 quarters.
  • AA Financial Advisors's Novo Nordisk position peaked at $400K in Q2 2024.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on AA Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.