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Annex Advisory Services’s Novo Nordisk NVO Stock Holding History

Annex Advisory Services’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
-4,033
Closed -$278K – 336
2025
Q2 		$278K Sell
4,033
-297
-7% -$20.2K 0.01% 267
2025
Q1 		$301K Sell
4,330
-722
-14% -$59.6K 0.01% 247
2024
Q4 		$435K Buy
5,052
+219
+5% +$23.7K 0.01% 223
2024
Q3 		$575K Sell
4,833
-4,150
-46% -$553K 0.02% 180
2024
Q2 		$1.28M Buy
8,983
+92
+1% +$12.2K 0.05% 120
2024
Q1 		$1.14M Buy
+8,891
New +$1.06M 0.04% 121

Other funds holding NVO

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Annex Advisory Services's NVO Position: Q3 2025 in Review

Annex Advisory Services sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 4,033 shares — an estimated $278K sold.

Annex Advisory Services first reported a position in NVO in Q1 2024 and held it in 6 quarters. The position peaked at $1.28M in Q2 2024. 1,400 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Annex Advisory Services reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Annex Advisory Services sold 4,033 Novo Nordisk shares in Q3 2025, an estimated $278K.
  • Annex Advisory Services first reported a position in Novo Nordisk in Q1 2024 and held it in 6 quarters.
  • Annex Advisory Services's Novo Nordisk position peaked at $1.28M in Q2 2024.
  • 1,400 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Annex Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.