AAFMAA Wealth Management & Trust’s Novo Nordisk NVO Stock Holding History

AAFMAA Wealth Management & Trust’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 Q4	–	Sell	-15,130	Closed	-$840K	–	93
2025 Q3	$840K	Buy	15,130 +201	+1%	+$11.8K	0.33%	77
2025 Q2	$1.03M	Sell	14,929 -6,523	-30%	-$444K	0.43%	73
2025 Q1	$1.49M	Buy	21,452 +4,095	+24%	+$338K	0.68%	49
2024 Q4	$1.49M	Buy	17,357 +4,519	+35%	+$489K	0.65%	42
2024 Q3	$1.53M	Buy	12,838 +1,988	+18%	+$265K	0.67%	46
2024 Q2	$1.55M	Buy	10,850 +370	+4%	+$49K	0.76%	48
2024 Q1	$1.35M	Buy	+10,480	New	+$1.25M	0.73%	43

Other funds holding NVO

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AAFMAA Wealth Management & Trust's NVO Position: Q4 2025 in Review

AAFMAA Wealth Management & Trust sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 15,130 shares — an estimated $840K sold.

AAFMAA Wealth Management & Trust first reported a position in NVO in Q1 2024 and held it in 7 quarters. The position peaked at $1.55M in Q2 2024. 1,413 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

AAFMAA Wealth Management & Trust reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
AAFMAA Wealth Management & Trust sold 15,130 Novo Nordisk shares in Q4 2025, an estimated $840K.
AAFMAA Wealth Management & Trust first reported a position in Novo Nordisk in Q1 2024 and held it in 7 quarters.
AAFMAA Wealth Management & Trust's Novo Nordisk position peaked at $1.55M in Q2 2024.
1,413 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.