FFA
NVO

First Foundation Advisors’s Novo Nordisk NVO Stock Holding History

First Foundation Advisors’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
-43,945
Closed -$3.03M – 346
2025
Q2 		$3.03M Buy
43,945
+40,226
+1,082% +$2.74M 0.11% 116
2025
Q1 		$258K Sell
3,719
-840
-18% -$69.4K 0.01% 288
2024
Q4 		$392K Sell
4,559
-1,446
-24% -$156K 0.01% 253
2024
Q3 		$715K Sell
6,005
-698
-10% -$93.1K 0.03% 195
2024
Q2 		$957K Sell
6,703
-713
-10% -$94.5K 0.04% 169
2024
Q1 		$952K Buy
7,416
+223
+3% +$26.5K 0.04% 177
2023
Q4 		$744K Sell
7,193
-485
-6% -$48K 0.03% 191
2023
Q3 		$698K Sell
7,678
-542
-7% -$47.7K 0.03% 213
2023
Q2 		$665K Buy
8,220
+594
+8% +$48.5K 0.03% 209
2023
Q1 		$607K Buy
7,626
+878
+13% +$62.3K 0.03% 213
2022
Q4 		$457K Buy
6,748
+904
+15% +$53K 0.02% 260
2022
Q3 		$291K Buy
5,844
+1,718
+42% +$92K 0.01% 295
2022
Q2 		$230K Buy
+4,126
New +$229K 0.01% 355

Other funds holding NVO

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $295B AUM 31.6% 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

First Foundation Advisors's NVO Position: Q3 2025 in Review

First Foundation Advisors sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 43,945 shares — an estimated $3.03M sold.

First Foundation Advisors first reported a position in NVO in Q2 2022 and held it in 13 quarters. The position peaked at $3.03M in Q2 2025. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • First Foundation Advisors reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • First Foundation Advisors sold 43,945 Novo Nordisk shares in Q3 2025, an estimated $3.03M.
  • First Foundation Advisors first reported a position in Novo Nordisk in Q2 2022 and held it in 13 quarters.
  • First Foundation Advisors's Novo Nordisk position peaked at $3.03M in Q2 2025.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on First Foundation Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.