CWM
NVO

CarsonAllaria Wealth Management’s Novo Nordisk NVO Stock Holding History

CarsonAllaria 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
Q3 		– Sell
-122
Closed -$8.42K – 247
2025
Q2 		$8.42K Hold
122
– – ﹤0.01% 261
2025
Q1 		$8.47K Hold
122
– – ﹤0.01% 260
2024
Q4 		$10.5K Hold
122
– – 0.01% 246
2024
Q3 		$14.5K Hold
122
– – 0.01% 229
2024
Q2 		$17.4K Hold
122
– – 0.01% 205
2024
Q1 		$15.7K Buy
+122
New +$14.5K 0.01% 209

Other funds holding NVO

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CarsonAllaria Wealth Management's NVO Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 122 shares — an estimated $8.42K sold.

CarsonAllaria Wealth Management first reported a position in NVO in Q1 2024 and held it in 6 quarters. The position peaked at $17.4K in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 122 Novo Nordisk shares in Q3 2025, an estimated $8.42K.
  • CarsonAllaria Wealth Management first reported a position in Novo Nordisk in Q1 2024 and held it in 6 quarters.
  • CarsonAllaria Wealth Management's Novo Nordisk position peaked at $17.4K in Q2 2024.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.