AC
NVO

Avestar Capital’s Novo Nordisk NVO Stock Holding History

Avestar Capital’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
-4,557
Closed -$253K – 507
2025
Q3 		$253K Sell
4,557
-610
-12% -$35.7K 0.02% 440
2025
Q2 		$357K Buy
5,167
+334
+7% +$22.7K 0.02% 364
2025
Q1 		$341K Sell
4,833
-2,219
-31% -$183K 0.03% 350
2024
Q4 		$607K Sell
7,052
-146
-2% -$15.8K 0.05% 251
2024
Q3 		$857K Sell
7,198
-389
-5% -$51.9K 0.09% 179
2024
Q2 		$1.08M Buy
7,587
+3,196
+73% +$424K 0.11% 139
2024
Q1 		$564K Buy
4,391
+3,866
+736% +$460K 0.06% 224
2023
Q4 		$54.3K Buy
+525
New +$51.9K 0.01% 383
2019
Q3 		– Sell
-798
Closed -$18K – 620
2019
Q2 		$18K Hold
798
– – 0.01% 406
2019
Q1 		$20K Buy
798
+50
+7% +$1.23K 0.01% 376
2018
Q4 		$15K Buy
748
+68
+10% +$1.51K 0.01% 377
2018
Q3 		$13K Sell
680
-252
-27% -$6.15K 0.01% 425
2018
Q2 		$18K Sell
932
-122
-12% -$2.9K 0.01% 378
2018
Q1 		$24K Sell
1,054
-266
-20% -$6.98K 0.02% 310
2017
Q4 		$33K Buy
+1,320
New +$33.6K 0.02% 291

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

Avestar Capital's NVO Position: Q4 2025 in Review

Avestar Capital sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 4,557 shares — an estimated $253K sold.

Avestar Capital first reported a position in NVO in Q4 2017 and held it in 15 quarters. The position peaked at $1.08M in Q2 2024. 1,413 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Avestar Capital reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Avestar Capital sold 4,557 Novo Nordisk shares in Q4 2025, an estimated $253K.
  • Avestar Capital first reported a position in Novo Nordisk in Q4 2017 and held it in 15 quarters.
  • Avestar Capital's Novo Nordisk position peaked at $1.08M in Q2 2024.
  • 1,413 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Avestar Capital's 13F filing for Q4 2025, filed 10 Feb 2026.