EFP
NVO

Elser Financial Planning’s Novo Nordisk NVO Stock Holding History

Elser Financial Planning’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
-3,714
Closed -$218K – 81
2025
Q3 		$218K Hold
3,714
– – 0.26% 66
2025
Q2 		$256K Hold
3,714
– – 0.32% 57
2025
Q1 		$258K Hold
3,714
– – 0.36% 55
2024
Q4 		$319K Hold
3,714
– – 0.02% 75
2024
Q3 		$442K Hold
3,714
– – 0.64% 32
2024
Q2 		$530K Buy
+3,714
New +$492K 0.09% 49

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

Elser Financial Planning's NVO Position: Q4 2025 in Review

Elser Financial Planning sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 3,714 shares — an estimated $218K sold.

Elser Financial Planning first reported a position in NVO in Q2 2024 and held it in 6 quarters. The position peaked at $530K in Q2 2024. 1,418 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Elser Financial Planning reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Elser Financial Planning sold 3,714 Novo Nordisk shares in Q4 2025, an estimated $218K.
  • Elser Financial Planning first reported a position in Novo Nordisk in Q2 2024 and held it in 6 quarters.
  • Elser Financial Planning's Novo Nordisk position peaked at $530K in Q2 2024.
  • 1,418 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Elser Financial Planning's 13F filing for Q4 2025, filed 15 Jan 2026.