IWA
NVO

Inspirion Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Inspirion Wealth 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
-1,972
Closed -$235K – 179
2025
Q3 		$235K Buy
+1,972
New +$115K 0.03% 133
2024
Q4 		– Sell
-1,972
Closed -$235K – 161
2024
Q3 		$235K Hold
1,972
– – 0.03% 134
2024
Q2 		$281K Hold
1,972
– – 0.04% 126
2024
Q1 		$253K Buy
+1,972
New +$235K 0.04% 126

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

Inspirion Wealth Advisors's NVO Position: Q4 2025 in Review

Inspirion Wealth Advisors sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 1,972 shares — an estimated $235K sold.

Inspirion Wealth Advisors first reported a position in NVO in Q1 2024 and held it in 4 quarters. The position peaked at $281K in Q2 2024. 1,418 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Inspirion Wealth Advisors reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 1,972 Novo Nordisk shares in Q4 2025, an estimated $235K.
  • Inspirion Wealth Advisors first reported a position in Novo Nordisk in Q1 2024 and held it in 4 quarters.
  • Inspirion Wealth Advisors's Novo Nordisk position peaked at $281K in Q2 2024.
  • 1,418 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Inspirion Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.