ABWM
NVO

Alpine Bank Wealth Management’s Novo Nordisk NVO Stock Holding History

Alpine Bank 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
Q4 		– Sell
-3,000
Closed -$166K – 317
2025
Q3 		$166K Sell
3,000
-996
-25% -$58.3K 0.02% 169
2025
Q2 		$276K Sell
3,996
-1,122
-22% -$76.3K 0.04% 122
2025
Q1 		$355K Buy
+5,118
New +$423K 0.06% 108
2024
Q3 		$609K Buy
+5,118
New +$683K 0.1% 97

Other funds holding NVO

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alpine Bank Wealth Management's NVO Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 3,000 shares — an estimated $166K sold.

Alpine Bank Wealth Management first reported a position in NVO in Q3 2024 and held it in 4 quarters. The position peaked at $609K in Q3 2024. 1,414 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 3,000 Novo Nordisk shares in Q4 2025, an estimated $166K.
  • Alpine Bank Wealth Management first reported a position in Novo Nordisk in Q3 2024 and held it in 4 quarters.
  • Alpine Bank Wealth Management's Novo Nordisk position peaked at $609K in Q3 2024.
  • 1,414 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.