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NVO

Fiduciary Alliance’s Novo Nordisk NVO Stock Holding History

Fiduciary Alliance’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
-29,115
Closed -$1.62M – 525
2025
Q3 		$1.62M Sell
29,115
-17,812
-38% -$1.04M 0.11% 178
2025
Q2 		$3.24M Buy
46,927
+38,737
+473% +$2.63M 0.24% 97
2025
Q1 		$569K Buy
8,190
+83
+1% +$6.86K 0.06% 234
2024
Q4 		$697K Buy
8,107
+829
+11% +$89.6K 0.07% 198
2024
Q3 		$867K Buy
7,278
+511
+8% +$68.1K 0.11% 118
2024
Q2 		$968K Buy
6,767
+188
+3% +$24.9K 0.16% 91
2024
Q1 		$839K Buy
+6,579
New +$783K 0.15% 96
2023
Q3 		– Sell
-82
Closed -$6.63K – 669
2023
Q2 		$6.63K Buy
+82
New +$6.7K ﹤0.01% 641
2023
Q1 		– Sell
-54
Closed -$3.65K – 607
2022
Q4 		$3.65K Buy
+54
New +$3.17K ﹤0.01% 593

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

Fiduciary Alliance's NVO Position: Q4 2025 in Review

Fiduciary Alliance sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 29,115 shares — an estimated $1.62M sold.

Fiduciary Alliance first reported a position in NVO in Q4 2022 and held it in 9 quarters. The position peaked at $3.24M in Q2 2025. 1,418 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Fiduciary Alliance reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Fiduciary Alliance sold 29,115 Novo Nordisk shares in Q4 2025, an estimated $1.62M.
  • Fiduciary Alliance first reported a position in Novo Nordisk in Q4 2022 and held it in 9 quarters.
  • Fiduciary Alliance's Novo Nordisk position peaked at $3.24M in Q2 2025.
  • 1,418 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Fiduciary Alliance's 13F filing for Q4 2025, filed 22 Jan 2026.