FAIM
NVO

Financial Advocates Investment Management’s Novo Nordisk NVO Stock Holding History

Financial Advocates Investment 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
-6,944
Closed -$479K – 405
2025
Q2 		$479K Sell
6,944
-8,515
-55% -$579K 0.04% 368
2025
Q1 		$1.07M Buy
15,459
+1,875
+14% +$155K 0.08% 264
2024
Q4 		$1.17M Sell
13,584
-4,165
-23% -$450K 0.07% 268
2024
Q3 		$2.11M Buy
17,749
+10
+0.1% +$1.33K 0.12% 176
2024
Q2 		$2.53M Sell
17,739
-5,522
-24% -$732K 0.16% 145
2024
Q1 		$2.99M Buy
23,261
+222
+1% +$26.4K 0.17% 131
2023
Q4 		$2.38M Sell
23,039
-304
-1% -$30.1K 0.16% 149
2023
Q3 		$2.12M Buy
23,343
+5,815
+33% +$512K 0.15% 153
2023
Q2 		$1.42M Buy
17,528
+804
+5% +$65.7K 0.1% 210
2023
Q1 		$1.33M Buy
16,724
+1,376
+9% +$97.6K 0.1% 233
2022
Q4 		$1.04M Buy
15,348
+7,916
+107% +$464K 0.08% 277
2022
Q3 		$560K Sell
7,432
-7,406
-50% -$397K 0.05% 384
2022
Q2 		$826K Buy
14,838
+2,938
+25% +$163K 0.07% 300
2022
Q1 		$660K Buy
11,900
+5,498
+86% +$282K 0.04% 389
2021
Q4 		$358K Sell
6,402
-110
-2% -$5.96K 0.02% 584
2021
Q3 		$312K Buy
+6,512
New +$315K 0.02% 609
2020
Q3 		– Sell
-6,560
Closed -$215K – 674
2020
Q2 		$215K Buy
+6,560
New +$209K 0.02% 546
2019
Q3 		– Sell
-11,444
Closed -$292K – 499
2019
Q2 		$292K Sell
11,444
-394
-3% -$9.74K 0.03% 375
2019
Q1 		$310K Sell
11,838
-300
-2% -$7.37K 0.04% 356
2018
Q4 		$280K Sell
12,138
-468
-4% -$10.4K 0.04% 350
2018
Q3 		$297K Buy
12,606
+156
+1% +$3.81K 0.03% 392
2018
Q2 		$291K Buy
12,450
+294
+2% +$6.99K 0.04% 375
2018
Q1 		$300K Buy
12,156
+12
+0.1% +$315 0.04% 365
2017
Q4 		$326K Buy
+12,144
New +$309K 0.04% 338

Other funds holding NVO

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $336B AUM 34.66% 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

Financial Advocates Investment Management's NVO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 6,944 shares — an estimated $479K sold.

Financial Advocates Investment Management first reported a position in NVO in Q4 2017 and held it in 24 quarters. The position peaked at $2.99M in Q1 2024. 1,397 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,944 Novo Nordisk shares in Q3 2025, an estimated $479K.
  • Financial Advocates Investment Management first reported a position in Novo Nordisk in Q4 2017 and held it in 24 quarters.
  • Financial Advocates Investment Management's Novo Nordisk position peaked at $2.99M in Q1 2024.
  • 1,397 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.