CA
NVO

Continuum Advisory’s Novo Nordisk NVO Stock Holding History

Continuum Advisory’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 		– Sell
-5,267
Closed -$366K – 1184
2025
Q1 		$366K Sell
5,267
-95
-2% -$7.85K 0.05% 287
2024
Q4 		$461K Buy
5,362
+40
+0.8% +$4.33K 0.06% 245
2024
Q3 		$561K Buy
5,322
+1,261
+31% +$168K 0.07% 231
2024
Q2 		$580K Buy
4,061
+37
+0.9% +$4.9K 0.08% 208
2024
Q1 		$518K Buy
4,024
+867
+27% +$103K 0.08% 221
2023
Q4 		$327K Sell
3,157
-89
-3% -$8.8K 0.05% 354
2023
Q3 		$295K Buy
3,246
+730
+29% +$64.3K 0.05% 370
2023
Q2 		$204K Buy
+2,516
New +$206K 0.03% 430

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Continuum Advisory's NVO Position: Q2 2025 in Review

Continuum Advisory sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 5,267 shares — an estimated $366K sold.

Continuum Advisory first reported a position in NVO in Q2 2023 and held it in 8 quarters. The position peaked at $580K in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Continuum Advisory reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 5,267 Novo Nordisk shares in Q2 2025, an estimated $366K.
  • Continuum Advisory first reported a position in Novo Nordisk in Q2 2023 and held it in 8 quarters.
  • Continuum Advisory's Novo Nordisk position peaked at $580K in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.