HFO
NVO

Heritage Family Offices’s Novo Nordisk NVO Stock Holding History

Heritage Family Offices’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
-6,853
Closed -$380K – 215
2025
Q3 		$380K Sell
6,853
-115
-2% -$6.73K 0.18% 112
2025
Q2 		$483K Hold
6,968
– – 0.24% 93
2025
Q1 		$484K Buy
6,968
+68
+1% +$5.62K 0.25% 92
2024
Q4 		$594K Buy
6,900
+119
+2% +$12.9K 0.3% 75
2024
Q3 		$807K Buy
6,781
+39
+0.6% +$5.2K 0.42% 53
2024
Q2 		$962K Buy
+6,742
New +$893K 0.53% 42

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

Heritage Family Offices's NVO Position: Q4 2025 in Review

Heritage Family Offices sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 6,853 shares — an estimated $380K sold.

Heritage Family Offices first reported a position in NVO in Q2 2024 and held it in 6 quarters. The position peaked at $962K in Q2 2024. 1,418 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Heritage Family Offices reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Heritage Family Offices sold 6,853 Novo Nordisk shares in Q4 2025, an estimated $380K.
  • Heritage Family Offices first reported a position in Novo Nordisk in Q2 2024 and held it in 6 quarters.
  • Heritage Family Offices's Novo Nordisk position peaked at $962K in Q2 2024.
  • 1,418 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Heritage Family Offices's 13F filing for Q4 2025, filed 12 Jan 2026.