AWMM
NVO

Aegis Wealth Management (Maryland)’s Novo Nordisk NVO Stock Holding History

Aegis Wealth Management (Maryland)’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
-3,902
Closed -$217K – 126
2025
Q3 		$217K Hold
3,902
– – 0.12% 119
2025
Q2 		$271K Hold
3,902
– – 0.16% 97
2025
Q1 		$271K Sell
3,902
-1,662
-30% -$137K 0.16% 102
2024
Q4 		$479K Buy
+5,564
New +$602K 0.32% 52

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

Aegis Wealth Management (Maryland)'s NVO Position: Q4 2025 in Review

Aegis Wealth Management (Maryland) sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 3,902 shares — an estimated $217K sold.

Aegis Wealth Management (Maryland) first reported a position in NVO in Q4 2024 and held it in 4 quarters. The position peaked at $479K in Q4 2024. 1,418 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Aegis Wealth Management (Maryland) reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Aegis Wealth Management (Maryland) sold 3,902 Novo Nordisk shares in Q4 2025, an estimated $217K.
  • Aegis Wealth Management (Maryland) first reported a position in Novo Nordisk in Q4 2024 and held it in 4 quarters.
  • Aegis Wealth Management (Maryland)'s Novo Nordisk position peaked at $479K in Q4 2024.
  • 1,418 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q4 2025, filed 14 Jan 2026.