AW
NVO

Alaethes Wealth’s Novo Nordisk NVO Stock Holding History

Alaethes Wealth’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
-31,207
Closed -$2.15M – 116
2025
Q2 		$2.15M Buy
31,207
+3,673
+13% +$250K 0.64% 52
2025
Q1 		$1.94M Buy
27,534
+2,612
+10% +$216K 0.71% 50
2024
Q4 		$2.14M Buy
24,922
+256
+1% +$27.7K 0.77% 42
2024
Q3 		$2.94M Buy
24,666
+373
+2% +$49.7K 1.08% 18
2024
Q2 		$3.47M Buy
24,293
+336
+1% +$44.5K 1.43% 13
2024
Q1 		$3.1M Buy
23,957
+1,524
+7% +$181K 1.35% 14
2023
Q4 		$2.32M Buy
22,433
+460
+2% +$45.5K 1.1% 23
2023
Q3 		$2M Buy
21,973
+1,789
+9% +$158K 1.09% 22
2023
Q2 		$1.63M Sell
20,184
-840
-4% -$68.6K 0.9% 36
2023
Q1 		$1.67M Buy
21,024
+776
+4% +$55K 0.98% 26
2022
Q4 		$1.37M Buy
20,248
+208
+1% +$12.2K 0.94% 41
2022
Q3 		$998K Buy
20,040
+996
+5% +$53.4K 0.73% 57
2022
Q2 		$1.06M Buy
19,044
+928
+5% +$51.5K 0.79% 50
2022
Q1 		$1.01M Buy
18,116
+2,742
+18% +$141K 0.64% 64
2021
Q4 		$861K Buy
+15,374
New +$833K 0.54% 73

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

Alaethes Wealth's NVO Position: Q3 2025 in Review

Alaethes Wealth sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 31,207 shares — an estimated $2.15M sold.

Alaethes Wealth first reported a position in NVO in Q4 2021 and held it in 15 quarters. The position peaked at $3.47M in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Alaethes Wealth reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Alaethes Wealth sold 31,207 Novo Nordisk shares in Q3 2025, an estimated $2.15M.
  • Alaethes Wealth first reported a position in Novo Nordisk in Q4 2021 and held it in 15 quarters.
  • Alaethes Wealth's Novo Nordisk position peaked at $3.47M in Q2 2024.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Alaethes Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.