AF
NVO

Atala Financial’s Novo Nordisk NVO Stock Holding History

Atala Financial’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
-3,921
Closed -$218K – 129
2025
Q3 		$218K Buy
+3,921
New +$230K 0.14% 118
2025
Q2 		– Sell
-171
Closed -$11.9K – 343
2025
Q1 		$11.9K Hold
171
– – 0.01% 295
2024
Q4 		$14.7K Buy
+171
New +$18.5K 0.01% 284

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

Atala Financial's NVO Position: Q4 2025 in Review

Atala Financial sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 3,921 shares — an estimated $218K sold.

Atala Financial first reported a position in NVO in Q4 2024 and held it in 3 quarters. The position peaked at $218K in Q3 2025. 1,413 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Atala Financial reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Atala Financial sold 3,921 Novo Nordisk shares in Q4 2025, an estimated $218K.
  • Atala Financial first reported a position in Novo Nordisk in Q4 2024 and held it in 3 quarters.
  • Atala Financial's Novo Nordisk position peaked at $218K in Q3 2025.
  • 1,413 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Atala Financial's 13F filing for Q4 2025, filed 23 Jan 2026.