AWA
NVO

Adapt Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Adapt Wealth 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
Q4 		– Sell
-5,485
Closed -$304K – 115
2025
Q3 		$304K Buy
+5,485
New +$321K 0.11% 82

Other funds holding NVO

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Adapt Wealth Advisors's NVO Position: Q4 2025 in Review

Adapt Wealth Advisors sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 5,485 shares — an estimated $304K sold.

Adapt Wealth Advisors first reported a position in NVO in Q3 2025 and held it in 1 quarter. The position peaked at $304K in Q3 2025. 1,418 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Adapt Wealth Advisors reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Adapt Wealth Advisors sold 5,485 Novo Nordisk shares in Q4 2025, an estimated $304K.
  • Adapt Wealth Advisors first reported a position in Novo Nordisk in Q3 2025 and held it in 1 quarter.
  • Adapt Wealth Advisors's Novo Nordisk position peaked at $304K in Q3 2025.
  • 1,418 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Adapt Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.