BWM
NVO

Birchcreek Wealth Management’s Novo Nordisk NVO Stock Holding History

Birchcreek 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
-5,355
Closed -$297K – 120
2025
Q3 		$297K Sell
5,355
-72
-1% -$4.21K 0.15% 92
2025
Q2 		$375K Buy
5,427
+2,460
+83% +$167K 0.21% 78
2025
Q1 		$206K Sell
2,967
-1,514
-34% -$125K 0.13% 113
2024
Q4 		$385K Buy
4,481
+1,939
+76% +$210K 0.24% 82
2024
Q3 		$303K Buy
2,542
+195
+8% +$26K 0.2% 89
2024
Q2 		$335K Buy
+2,347
New +$311K 0.19% 105

Other funds holding NVO

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Birchcreek Wealth Management's NVO Position: Q4 2025 in Review

Birchcreek Wealth Management sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 5,355 shares — an estimated $297K sold.

Birchcreek Wealth Management first reported a position in NVO in Q2 2024 and held it in 6 quarters. The position peaked at $385K in Q4 2024. 1,418 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Birchcreek Wealth Management reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Birchcreek Wealth Management sold 5,355 Novo Nordisk shares in Q4 2025, an estimated $297K.
  • Birchcreek Wealth Management first reported a position in Novo Nordisk in Q2 2024 and held it in 6 quarters.
  • Birchcreek Wealth Management's Novo Nordisk position peaked at $385K in Q4 2024.
  • 1,418 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Birchcreek Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.