FIA
NVO

Foundations Investment Advisors’s Novo Nordisk NVO Stock Holding History

Foundations Investment 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
2026
Q1 		$386K Buy
10,498
+1,765
+20% +$83.6K ﹤0.01% 811
2025
Q4 		$444K Sell
8,733
-7,929
-48% -$405K 0.01% 752
2025
Q3 		$925K Buy
16,662
+1,924
+13% +$113K 0.01% 491
2025
Q2 		$1.02M Buy
14,738
+4,964
+51% +$338K 0.02% 431
2025
Q1 		$679K Sell
9,774
-144,630
-94% -$11.9M 0.01% 494
2024
Q4 		$13.3M Buy
154,404
+17,839
+13% +$1.93M 0.26% 90
2024
Q3 		$16.3M Buy
136,565
+12,928
+10% +$1.72M 0.34% 71
2024
Q2 		$17.6M Buy
123,637
+25,122
+26% +$3.33M 0.43% 57
2024
Q1 		$12.6M Buy
98,515
+14,742
+18% +$1.75M 0.33% 65
2023
Q4 		$9.7M Buy
83,773
+45,470
+119% +$4.5M 0.26% 76
2023
Q3 		$3.48M Buy
+38,303
New +$3.37M 0.11% 151

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return