HA
NVO

Herold Advisors’s Novo Nordisk NVO Stock Holding History

Herold 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
Q4 		– Sell
-5,500
Closed -$305K – 258
2025
Q3 		$305K Sell
5,500
-762
-12% -$44.6K 0.07% 199
2025
Q2 		$432K Buy
6,262
+962
+18% +$65.4K 0.09% 201
2025
Q1 		$368K Buy
5,300
+900
+20% +$74.3K 0.08% 202
2024
Q4 		$378K Sell
4,400
-950
-18% -$103K 0.08% 203
2024
Q3 		$637K Hold
5,350
– – 0.14% 162
2024
Q2 		$764K Sell
5,350
-600
-10% -$79.5K 0.18% 144
2024
Q1 		$764K Buy
5,950
+950
+19% +$113K 0.18% 142
2023
Q4 		$517K Buy
5,000
+2,600
+108% +$257K 0.14% 155
2023
Q3 		$218K Buy
+2,400
New +$211K 0.07% 226

Other funds holding NVO

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Herold Advisors's NVO Position: Q4 2025 in Review

Herold Advisors sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 5,500 shares — an estimated $305K sold.

Herold Advisors first reported a position in NVO in Q3 2023 and held it in 9 quarters. The position peaked at $764K in Q1 2024. 1,413 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Herold Advisors reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Herold Advisors sold 5,500 Novo Nordisk shares in Q4 2025, an estimated $305K.
  • Herold Advisors first reported a position in Novo Nordisk in Q3 2023 and held it in 9 quarters.
  • Herold Advisors's Novo Nordisk position peaked at $764K in Q1 2024.
  • 1,413 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Herold Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.