GI
NVO

Gradient Investments’s Novo Nordisk NVO Stock Holding History

Gradient Investments’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
-11,872
Closed -$659K – 373
2025
Q3 		$659K Sell
11,872
-1,018
-8% -$59.6K 0.01% 286
2025
Q2 		$890K Buy
+12,890
New +$877K 0.02% 238
2024
Q3 		– Sell
-609
Closed -$86.9K – 960
2024
Q2 		$86.9K Sell
609
-1
-0.2% -$133 ﹤0.01% 416
2024
Q1 		$78.3K Sell
610
-4,552
-88% -$542K ﹤0.01% 380
2023
Q4 		$534K Sell
5,162
-1,645
-24% -$163K 0.01% 242
2023
Q3 		$619K Buy
6,807
+341
+5% +$30K 0.02% 206
2023
Q2 		$523K Sell
6,466
-368
-5% -$30.1K 0.01% 219
2023
Q1 		$544K Sell
6,834
-1,002
-13% -$71.1K 0.01% 208
2022
Q4 		$530K Sell
7,836
-1,214
-13% -$71.2K 0.02% 214
2022
Q3 		$451K Sell
9,050
-448
-5% -$24K 0.01% 215
2022
Q2 		$529K Buy
9,498
+404
+4% +$22.4K 0.02% 211
2022
Q1 		$505K Buy
9,094
+8,144
+857% +$418K 0.01% 216
2021
Q4 		$53K Sell
950
-1,290
-58% -$69.9K ﹤0.01% 475
2021
Q3 		$108K Buy
2,240
+130
+6% +$6.29K ﹤0.01% 356
2021
Q2 		$88K Sell
2,110
-12,440
-85% -$482K ﹤0.01% 384
2021
Q1 		$490K Sell
14,550
-828
-5% -$29.5K 0.02% 220
2020
Q4 		$534K Sell
15,378
-1,440
-9% -$49.8K 0.02% 187
2020
Q3 		$584K Sell
16,818
-464
-3% -$15.5K 0.02% 187
2020
Q2 		$566K Sell
17,282
-26,702
-61% -$852K 0.03% 188
2020
Q1 		$1.32M Sell
43,984
-7,060
-14% -$210K 0.07% 150
2019
Q4 		$1.48M Sell
51,044
-4,414
-8% -$122K 0.07% 165
2019
Q3 		$1.43M Sell
55,458
-10,356
-16% -$262K 0.07% 170
2019
Q2 		$1.68M Buy
65,814
+18,220
+38% +$450K 0.09% 135
2019
Q1 		$1.25M Sell
47,594
-37,860
-44% -$930K 0.08% 107
2018
Q4 		$1.97M Sell
85,454
-10,504
-11% -$233K 0.12% 96
2018
Q3 		$2.26M Buy
95,958
+3,332
+4% +$81.3K 0.12% 116
2018
Q2 		$2.14M Buy
92,626
+14,402
+18% +$342K 0.11% 115
2018
Q1 		$1.93M Buy
78,224
+7,312
+10% +$192K 0.1% 122
2017
Q4 		$1.9M Buy
70,912
+13,288
+23% +$338K 0.11% 98
2017
Q3 		$1.39M Buy
57,624
+17,928
+45% +$405K 0.09% 94
2017
Q2 		$851K Buy
39,696
+24,516
+162% +$495K 0.06% 102
2017
Q1 		$260K Buy
15,180
+11,546
+318% +$201K 0.02% 201
2016
Q4 		$65K Buy
3,634
+88
+2% +$1.59K 0.01% 242
2016
Q3 		$74K Buy
3,546
+326
+10% +$8.08K 0.01% 231
2016
Q2 		$87K Hold
3,220
– – 0.01% 218
2016
Q1 		$87K Hold
3,220
– – 0.01% 219
2015
Q4 		$94K Hold
3,220
– – 0.01% 210
2015
Q3 		$87K Hold
3,220
– – 0.01% 200
2015
Q2 		$88K Buy
3,220
+920
+40% +$25.9K 0.01% 205
2015
Q1 		$61K Hold
2,300
– – 0.01% 225
2014
Q4 		$49K Hold
2,300
– – 0.01% 236
2014
Q3 		$55K Hold
2,300
– – 0.01% 202
2014
Q2 		$53K Hold
2,300
– – 0.01% 216
2014
Q1 		$52K Hold
2,300
– – 0.01% 200
2013
Q4 		$42K Hold
2,300
– – 0.01% 236
2013
Q3 		$39K Hold
2,300
– – 0.01% 188
2013
Q2 		$36K Buy
+2,300
New +$38.3K 0.01% 194

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

Gradient Investments's NVO Position: Q4 2025 in Review

Gradient Investments sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 11,872 shares — an estimated $659K sold.

Gradient Investments first reported a position in NVO in Q2 2013 and held it in 47 quarters. The position peaked at $2.26M in Q3 2018. 1,418 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Gradient Investments reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Gradient Investments sold 11,872 Novo Nordisk shares in Q4 2025, an estimated $659K.
  • Gradient Investments first reported a position in Novo Nordisk in Q2 2013 and held it in 47 quarters.
  • Gradient Investments's Novo Nordisk position peaked at $2.26M in Q3 2018.
  • 1,418 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Gradient Investments's 13F filing for Q4 2025, filed 8 Jan 2026.