AWS
NVO

Atria Wealth Solutions’s Novo Nordisk NVO Stock Holding History

Atria Wealth Solutions’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
Q2 		$857K Sell
12,419
-24,067
-66% -$1.64M 0.02% 704
2025
Q1 		$2.57M Sell
36,486
-5,851
-14% -$483K 0.03% 547
2024
Q4 		$3.64M Buy
42,337
+2,315
+6% +$250K 0.04% 443
2024
Q3 		$4.77M Sell
40,022
-5,109
-11% -$681K 0.05% 365
2024
Q2 		$6.44M Buy
45,131
+5,463
+14% +$724K 0.07% 282
2024
Q1 		$5.11M Buy
39,668
+2,619
+7% +$312K 0.06% 334
2023
Q4 		$3.83M Buy
37,049
+8,266
+29% +$817K 0.05% 379
2023
Q3 		$2.62M Buy
28,783
+5,275
+22% +$465K 0.04% 477
2023
Q2 		$1.9M Buy
23,508
+5,542
+31% +$453K 0.03% 582
2023
Q1 		$1.44M Sell
17,966
-2,458
-12% -$174K 0.02% 666
2022
Q4 		$1.38M Buy
20,424
+7,836
+62% +$459K 0.02% 633
2022
Q3 		$627K Buy
12,588
+8,488
+207% +$455K 0.01% 911
2022
Q2 		$228K Sell
4,100
-1,976
-33% -$110K ﹤0.01% 1370
2022
Q1 		$340K Buy
+6,076
New +$312K 0.01% 1257

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Atria Wealth Solutions's NVO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Novo Nordisk (NVO) stake by 66% in Q2 2025, selling an estimated $1.64M and leaving 12,419 shares worth $857K. The position accounts for 0.02% of the portfolio, ranked #704.

Atria Wealth Solutions first reported a position in NVO in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.44M in Q2 2024. 1,482 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Atria Wealth Solutions held 12,419 shares of Novo Nordisk worth $857K as of Q2 2025.
  • Atria Wealth Solutions sold 24,067 Novo Nordisk shares in Q2 2025, an estimated $1.64M.
  • Novo Nordisk made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #704 holding.
  • Atria Wealth Solutions first reported a position in Novo Nordisk in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Novo Nordisk position peaked at $6.44M in Q2 2024.
  • 1,482 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.