AWM
NVO

Accredited Wealth Management’s Novo Nordisk NVO Stock Holding History

Accredited Wealth Management’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 		$2.77K Sell
20
-30
-60% -$1.76K ﹤0.01% 341
2025
Q2 		$3.45K Sell
50
-100
-67% -$6.8K ﹤0.01% 331
2025
Q1 		$10.6K Buy
150
+100
+200% +$8.26K 0.01% 240
2024
Q4 		$4.3K Buy
+50
New +$5.41K ﹤0.01% 304

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

Accredited Wealth Management's NVO Position: Q3 2025 in Review

Accredited Wealth Management reduced its Novo Nordisk (NVO) stake by 60% in Q3 2025, selling an estimated $1.76K and leaving 20 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Accredited Wealth Management first reported a position in NVO in Q4 2024 and has held it in 4 quarters since. The position peaked at $10.6K in Q1 2025. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Accredited Wealth Management held 20 shares of Novo Nordisk worth $2.77K as of Q3 2025.
  • Accredited Wealth Management sold 30 Novo Nordisk shares in Q3 2025, an estimated $1.76K.
  • Novo Nordisk made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #341 holding.
  • Accredited Wealth Management first reported a position in Novo Nordisk in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Novo Nordisk position peaked at $10.6K in Q1 2025.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.