EFG
NVO

Elm3 Financial Group’s Novo Nordisk NVO Stock Holding History

Elm3 Financial Group’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
-5,414
Closed -$300K – 119
2025
Q3 		$300K Sell
5,414
-4,161
-43% -$244K 0.25% 89
2025
Q2 		$661K Sell
9,575
-6,181
-39% -$420K 0.55% 39
2025
Q1 		$1.09M Sell
15,756
-4,780
-23% -$395K 0.96% 24
2024
Q4 		$1.77M Buy
+20,536
New +$2.22M 1.51% 16

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

Elm3 Financial Group's NVO Position: Q4 2025 in Review

Elm3 Financial Group sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 5,414 shares — an estimated $300K sold.

Elm3 Financial Group first reported a position in NVO in Q4 2024 and held it in 4 quarters. The position peaked at $1.77M in Q4 2024. 1,413 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Elm3 Financial Group reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Elm3 Financial Group sold 5,414 Novo Nordisk shares in Q4 2025, an estimated $300K.
  • Elm3 Financial Group first reported a position in Novo Nordisk in Q4 2024 and held it in 4 quarters.
  • Elm3 Financial Group's Novo Nordisk position peaked at $1.77M in Q4 2024.
  • 1,413 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Elm3 Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.